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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 | $3,615 | $133,998-97.3% | $112,263-96.8% | $134,545-97.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.27% | 47.17%-66.4pp | 27.49%-46.8pp | 418.37%-437.6pp |
| Employer contribution / active EE | $12 | $4,040-99.7% | $3,636-99.7% | $4,742-99.7% |
| Participant deferral / active EE | $3,204 | $5,292-39.5% | $4,729-32.3% | $6,401-49.9% |
| Admin fee / account holder | $438 | $7,493-94.2% | $6,410-93.2% | $11,431-96.2% |