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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 | $8,980 | $138,114-93.5% | $125,391-92.8% | $134,545-93.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.46% | 750.88%-767.3pp | 572.41%-588.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $693 | $5,246-86.8% | $4,816-85.6% | $4,742-85.4% |
| Participant deferral / active EE | $3,855 | $7,801-50.6% | $7,448-48.2% | $6,401-39.8% |
| Admin fee / account holder | $462 | $11,570-96.0% | $10,009-95.4% | $11,431-96.0% |