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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 | $2,923 | $60,139-95.1% | $90,461-96.8% | $79,856-96.3% |
| Participation rate | 82.1% | 65.0%+17.2pp | 72.7%+9.5pp | 69.6%+12.5pp |
| Annual return | 16.98% | 71.96%-55.0pp | 1294.76%-1277.8pp | 31.71%-14.7pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,628 | $2,939-44.6% | $3,964-58.9% | $3,741-56.5% |
| Admin fee / account holder | $1,225 | $3,978-69.2% | $5,617-78.2% | $5,306-76.9% |