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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 | $24,170 | $102,422-76.4% | $147,117-83.6% | $80,959-70.1% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.7%+20.3pp |
| Annual return | 87.68% | 135.16%-47.5pp | 420.54%-332.9pp | 35.67%+52.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,233 | $6,652+68.9% | $8,065+39.3% | $4,300+161.2% |
| Admin fee / account holder | $2,967 | $7,953-62.7% | $12,993-77.2% | $6,925-57.2% |