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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 | $3,917 | $76,368-94.9% | $67,681-94.2% | $154,746-97.5% |
| Participation rate | 76.9% | 79.0%-2.0pp | 73.7%+3.2pp | 80.7%-3.8pp |
| Annual return | 29.55% | 1066.77%-1037.2pp | 590.58%-561.0pp | 172.34%-142.8pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,914 | $4,824-39.6% | $3,976-26.7% | $6,730-56.7% |
| Admin fee / account holder | $831 | $8,559-90.3% | $6,100-86.4% | $14,365-94.2% |