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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 | $2,256 | $175,257-98.7% | $149,717-98.5% | $139,456-98.4% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 61.18% | 166.70%-105.5pp | 134.41%-73.2pp | 373.45%-312.3pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,592 | $6,521-60.3% | $5,682-54.4% | $6,711-61.4% |
| Admin fee / account holder | $301 | $16,156-98.1% | $13,213-97.7% | $11,407-97.4% |