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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 | $6,577 | $102,393-93.6% | $147,041-95.5% | $80,911-91.9% |
| Participation rate | 71.4% | 75.9%-4.4pp | 82.2%-10.7pp | 67.6%+3.8pp |
| Annual return | 19.04% | 134.95%-115.9pp | 419.21%-400.2pp | 35.63%-16.6pp |
| Employer contribution / active EE | $15 | $3,715-99.6% | $4,935-99.7% | $2,756-99.5% |
| Participant deferral / active EE | $3,263 | $6,647-50.9% | $8,071-59.6% | $4,297-24.1% |
| Admin fee / account holder | $379 | $7,943-95.2% | $13,006-97.1% | $6,935-94.5% |