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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 | $4,026 | $160,059-97.5% | $140,019-97.1% | $135,382-97.0% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.5%-5.7pp | 82.6%-0.8pp |
| Annual return | 0.00% | 911.44%-911.4pp | 651.15%-651.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,213 | $6,420-81.1% | $5,605-78.4% | $4,779-74.6% |
| Participant deferral / active EE | $2,791 | $7,641-63.5% | $6,927-59.7% | $5,609-50.2% |
| Admin fee / account holder | $491 | $13,328-96.3% | $10,705-95.4% | $10,829-95.5% |