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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 | $5,131 | $82,678-93.8% | $125,391-95.9% | $68,490-92.5% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | -12.85% | -5.97%-6.9pp | 572.41%-585.3pp | -7.85%-5.0pp |
| Employer contribution / active EE | $57 | $3,382-98.3% | $4,816-98.8% | $2,597-97.8% |
| Participant deferral / active EE | $3,555 | $6,111-41.8% | $7,448-52.3% | $4,028-11.7% |
| Admin fee / account holder | $626 | $6,277-90.0% | $10,009-93.7% | $5,403-88.4% |