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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 | $224 | $185,225-99.9% | $142,898-99.8% | $167,553-99.9% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 12.66% | 8558.12%-8545.5pp | 5639.64%-5627.0pp | 478.89%-466.2pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $644 | $4,496-85.7% | $3,838-83.2% | $6,343-89.8% |
| Admin fee / account holder | $2,614 | $8,032-67.5% | $6,560-60.2% | $12,316-78.8% |