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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 | $10,730 | $59,111-81.8% | $86,451-87.6% | $68,490-84.3% |
| Participation rate | 90.5% | 75.2%+15.2pp | 80.3%+10.1pp | 67.9%+22.6pp |
| Annual return | -6.90% | -0.22%-6.7pp | 4398.51%-4405.4pp | -7.85%+1.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,579 | $5,900+11.5% | $6,953-5.4% | $4,028+63.3% |
| Admin fee / account holder | $1,747 | $5,640-69.0% | $6,734-74.1% | $5,403-67.7% |