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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 | $2,291 | $92,684-97.5% | $82,706-97.2% | $134,509-98.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -14.80% | 945.84%-960.6pp | 701.76%-716.6pp | 418.13%-432.9pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,880 | $4,800-60.8% | $4,394-57.2% | $6,400-70.6% |
| Admin fee / account holder | $360 | $5,982-94.0% | $5,329-93.2% | $11,427-96.9% |