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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 | $19,355 | $168,635-88.5% | $147,617-86.9% | $125,389-84.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.96% | 77.65%-79.6pp | 61.98%-63.9pp | 282.24%-284.2pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,877 | $5,507+24.9% | $4,895+40.5% | $5,352+28.5% |
| Admin fee / account holder | $615 | $13,580-95.5% | $11,612-94.7% | $9,541-93.5% |