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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 | $2,594 | $92,743-97.2% | $82,744-96.9% | $134,532-98.1% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -18.58% | 946.63%-965.2pp | 702.22%-720.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,388 | $4,802-71.1% | $4,395-68.4% | $6,401-78.3% |
| Admin fee / account holder | $688 | $5,977-88.5% | $5,325-87.1% | $11,429-94.0% |