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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 | $5,035 | $90,617-94.4% | $79,476-93.7% | $135,382-96.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.53% | 977.57%-979.1pp | 718.21%-719.7pp | 519.77%-521.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,767 | $4,050-56.4% | $3,704-52.3% | $5,609-68.5% |
| Admin fee / account holder | $6,507 | $5,907+10.2% | $5,113+27.3% | $10,829-39.9% |