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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,375 | $60,119-96.0% | $90,430-97.4% | $79,858-97.0% |
| Participation rate | 88.2% | 65.0%+23.3pp | 72.7%+15.6pp | 69.6%+18.6pp |
| Annual return | 23.41% | 71.94%-48.5pp | 1293.73%-1270.3pp | 31.72%-8.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,042 | $2,938-64.5% | $3,963-73.7% | $3,740-72.1% |
| Admin fee / account holder | $504 | $3,976-87.3% | $5,613-91.0% | $5,306-90.5% |