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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 | $2,400 | $167,533-98.6% | $151,645-98.4% | $134,545-98.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.34% | 7.81%-26.2pp | 3.34%-21.7pp | 418.37%-436.7pp |
| Employer contribution / active EE | $733 | $6,828-89.3% | $6,165-88.1% | $4,742-84.5% |
| Participant deferral / active EE | $4,707 | $8,985-47.6% | $8,363-43.7% | $6,401-26.5% |
| Admin fee / account holder | $10,683 | $13,781-22.5% | $11,614-8.0% | $11,431-6.5% |