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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 | $6,547 | $82,678-92.1% | $125,391-94.8% | $68,490-90.4% |
| Participation rate | 94.9% | 75.1%+19.9pp | 82.4%+12.5pp | 67.9%+27.0pp |
| Annual return | -16.39% | -5.97%-10.4pp | 572.41%-588.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,700 | $6,111-23.1% | $7,448-36.9% | $4,028+16.7% |
| Admin fee / account holder | $2,194 | $6,277-65.0% | $10,009-78.1% | $5,403-59.4% |