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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 | $10,050 | $99,644-89.9% | $86,438-88.4% | $134,532-92.5% |
| Participation rate | 93.8% | 82.1%+11.7pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | 51.64% | 6787.26%-6735.6pp | 4397.19%-4345.6pp | 418.27%-366.6pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,838 | $7,247-5.6% | $6,952-1.6% | $6,401+6.8% |
| Admin fee / account holder | $1,682 | $8,375-79.9% | $6,733-75.0% | $11,429-85.3% |