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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 | $27,699 | $180,462-84.7% | $154,111-82.0% | $135,379-79.5% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -8.43% | 888.17%-896.6pp | 735.18%-743.6pp | 519.79%-528.2pp |
| Employer contribution / active EE | $1,091 | $6,036-81.9% | $5,298-79.4% | $4,779-77.2% |
| Participant deferral / active EE | $3,910 | $5,806-32.7% | $5,081-23.0% | $5,609-30.3% |
| Admin fee / account holder | $1,426 | $16,145-91.2% | $13,411-89.4% | $10,828-86.8% |