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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 | $23,448 | $105,198-77.7% | $159,455-85.3% | $85,856-72.7% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.8%+1.5pp | 69.3%+15.1pp |
| Annual return | 1913.83% | 45.08%+1868.7pp | 263.63%+1650.2pp | 318.58%+1595.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,549 | $5,946+10.1% | $7,353-10.9% | $3,952+65.7% |
| Admin fee / account holder | $379 | $6,934-94.5% | $10,800-96.5% | $6,261-93.9% |