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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 | $4,830 | $124,175-96.1% | $108,405-95.5% | $167,553-97.1% |
| Participation rate | 81.8% | 82.3%-0.5pp | 80.1%+1.7pp | 82.1%-0.3pp |
| Annual return | 0.00% | 1380.13%-1380.1pp | 905.55%-905.5pp | 478.89%-478.9pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,610 | $6,908-33.3% | $6,563-29.8% | $6,343-27.3% |
| Admin fee / account holder | $440 | $9,457-95.3% | $7,297-94.0% | $12,316-96.4% |