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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 | $2,072 | $103,038-98.0% | $90,324-97.7% | $152,909-98.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 74.14% | 95.25%-21.1pp | 78.15%-4.0pp | 345.46%-271.3pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,142 | $4,282-50.0% | $3,885-44.9% | $5,851-63.4% |
| Admin fee / account holder | $411 | $6,177-93.4% | $5,356-92.3% | $11,601-96.5% |