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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 | $13,699 | $98,766-86.1% | $149,730-90.9% | $79,852-82.8% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.5%+6.1pp | 69.6%+18.9pp |
| Annual return | 170.69% | 27.43%+143.3pp | 276.70%-106.0pp | 31.72%+139.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,651 | $5,681+34.7% | $6,843+11.8% | $3,740+104.5% |
| Admin fee / account holder | $663 | $6,052-89.1% | $9,310-92.9% | $5,306-87.5% |