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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 | $18,929 | $102,393-81.5% | $147,041-87.1% | $80,911-76.6% |
| Participation rate | 86.5% | 75.9%+10.6pp | 82.2%+4.3pp | 67.6%+18.8pp |
| Annual return | 15.78% | 134.95%-119.2pp | 419.21%-403.4pp | 35.63%-19.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,174 | $6,647+7.9% | $8,071-11.1% | $4,297+66.9% |
| Admin fee / account holder | $6,831 | $7,943-14.0% | $13,006-47.5% | $6,935-1.5% |