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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 | $4,956 | $104,116-95.2% | $71,089-93.0% | $135,380-96.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -3.60% | 1256.51%-1260.1pp | 650.65%-654.3pp | 519.81%-523.4pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $235 | $2,524-90.7% | $1,873-87.4% | $5,609-95.8% |
| Admin fee / account holder | $1,762 | $4,142-57.5% | $3,082-42.8% | $10,828-83.7% |