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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 | $10,416 | $56,197-81.5% | $67,652-84.6% | $59,633-82.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -2.14% | 18508.10%-18510.2pp | 6625.40%-6627.5pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $263 | $1,615-83.7% | $2,266-88.4% | $2,203-88.1% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $498 | $3,958-87.4% | $4,821-89.7% | $4,297-88.4% |