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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 | $3,376 | $80,812-95.8% | $160,784-97.9% | $82,448-95.9% |
| Participation rate | 98.4% | 66.2%+32.2pp | 77.0%+21.5pp | 68.1%+30.3pp |
| Annual return | 19.04% | 100.59%-81.5pp | 1803.92%-1784.9pp | 41.64%-22.6pp |
| Employer contribution / active EE | $73 | $2,174-96.6% | $3,733-98.0% | $2,551-97.1% |
| Participant deferral / active EE | $1,797 | $4,335-58.6% | $6,293-71.4% | $4,139-56.6% |
| Admin fee / account holder | $594 | $7,695-92.3% | $9,717-93.9% | $7,234-91.8% |