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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 | $4,380 | $91,525-95.2% | $130,026-96.6% | $75,181-94.2% |
| Participation rate | 73.1% | 71.4%+1.6pp | 78.5%-5.4pp | 67.2%+5.9pp |
| Annual return | 0.00% | -631.40%+631.4pp | -137.26%+137.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,509 | $4,342-19.2% | $5,821-39.7% | $4,126-15.0% |
| Admin fee / account holder | $339 | $6,778-95.0% | $10,608-96.8% | $5,650-94.0% |