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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 | $72 | $88,596-99.9% | $70,098-99.9% | $134,509-99.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -11.47% | 442.67%-454.1pp | 190.76%-202.2pp | 418.13%-429.6pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,989 | $4,772+46.5% | $3,849+81.6% | $6,400+9.2% |
| Admin fee / account holder | $13,203 | $10,441+26.5% | $6,266+110.7% | $11,427+15.5% |