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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 | $14,180 | $167,504-91.5% | $151,628-90.6% | $134,509-89.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -18.65% | 7.81%-26.5pp | 3.34%-22.0pp | 418.13%-436.8pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,464 | $8,985-61.4% | $8,363-58.6% | $6,400-45.9% |
| Admin fee / account holder | $1,124 | $13,779-91.8% | $11,613-90.3% | $11,427-90.2% |