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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 | $17,104 | $102,382-83.3% | $147,005-88.4% | $80,874-78.9% |
| Participation rate | 89.7% | 75.8%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 77.47% | 134.89%-57.4pp | 418.76%-341.3pp | 35.62%+41.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,527 | $6,646+58.4% | $8,070+30.5% | $4,297+145.0% |
| Admin fee / account holder | $2,207 | $7,942-72.2% | $13,006-83.0% | $6,935-68.2% |