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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 | $10,681 | $91,537-88.3% | $130,045-91.8% | $75,173-85.8% |
| Participation rate | 74.5% | 71.5%+3.0pp | 78.5%-4.0pp | 67.2%+7.3pp |
| Annual return | 26.90% | -631.55%+658.4pp | -137.30%+164.2pp | 160.72%-133.8pp |
| Employer contribution / active EE | $5 | $2,845-99.8% | $4,321-99.9% | $2,671-99.8% |
| Participant deferral / active EE | $2,570 | $4,343-40.8% | $5,820-55.8% | $4,126-37.7% |
| Admin fee / account holder | $3,667 | $6,780-45.9% | $10,600-65.4% | $5,651-35.1% |