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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 | $7,932 | $56,431-85.9% | $130,788-93.9% | $87,485-90.9% |
| Participation rate | 85.2% | 58.9%+26.3pp | 70.1%+15.1pp | 68.9%+16.3pp |
| Annual return | 17.79% | 91.27%-73.5pp | 386.44%-368.6pp | 26.06%-8.3pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,682 | $2,749+33.9% | $4,137-11.0% | $4,274-13.9% |
| Admin fee / account holder | $958 | $4,433-78.4% | $6,673-85.6% | $7,775-87.7% |