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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 | $10,121 | $44,103-77.1% | $75,826-86.7% | $64,173-84.2% |
| Participation rate | 100.0% | 62.7%+37.3pp | 68.2%+31.8pp | 69.6%+30.4pp |
| Annual return | -5.18% | -4.72%-0.5pp | 1914.15%-1919.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,882 | $2,204-14.6% | $2,862-34.3% | $3,470-45.8% |
| Admin fee / account holder | $856 | $3,506-75.6% | $4,726-81.9% | $4,887-82.5% |