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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 | $2,030 | $106,557-98.1% | $91,227-97.8% | $134,545-98.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.45% | 160.81%-177.3pp | 114.14%-130.6pp | 418.37%-434.8pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $979 | $4,719-79.2% | $4,234-76.9% | $6,401-84.7% |
| Admin fee / account holder | $362 | $6,235-94.2% | $5,423-93.3% | $11,431-96.8% |