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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 | $13,778 | $102,429-86.5% | $147,096-90.6% | $80,925-83.0% |
| Participation rate | 75.8% | 75.9%-0.1pp | 82.2%-6.4pp | 67.7%+8.1pp |
| Annual return | 0.00% | 135.02%-135.0pp | 419.75%-419.7pp | 35.65%-35.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,258 | $6,649+54.3% | $8,071+27.1% | $4,299+138.6% |
| Admin fee / account holder | $646 | $7,957-91.9% | $13,005-95.0% | $6,940-90.7% |