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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 | $10,905 | $75,832-85.6% | $147,617-92.6% | $59,633-81.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 1.68% | 0.37%+1.3pp | 61.98%-60.3pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,097 | $3,131-33.0% | $4,895-57.2% | $3,192-34.3% |
| Admin fee / account holder | $16,013 | $5,986+167.5% | $11,612+37.9% | $4,297+272.7% |