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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 | $3,863 | $125,778-96.9% | $114,563-96.6% | $154,746-97.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.9%+2.1pp | 80.7%-5.7pp |
| Annual return | 0.00% | 295.14%-295.1pp | 241.09%-241.1pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,952 | $4,445+56.4% | $4,142+67.8% | $6,730+3.3% |
| Admin fee / account holder | $430 | $8,190-94.8% | $7,623-94.4% | $14,365-97.0% |