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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 | $2,270 | $76,368-97.0% | $67,681-96.6% | $154,746-98.5% |
| Participation rate | 80.0% | 79.0%+1.0pp | 73.7%+6.3pp | 80.7%-0.7pp |
| Annual return | 0.00% | 1066.77%-1066.8pp | 590.58%-590.6pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,470 | $4,824-48.8% | $3,976-37.9% | $6,730-63.3% |
| Admin fee / account holder | $646 | $8,559-92.5% | $6,100-89.4% | $14,365-95.5% |