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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 | $3,514 | $78,694-95.5% | $67,652-94.8% | $125,389-97.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.90% | 9.46%-11.4pp | 6625.40%-6627.3pp | 282.24%-284.1pp |
| Employer contribution / active EE | $179 | $3,044-94.1% | $2,266-92.1% | $4,866-96.3% |
| Participant deferral / active EE | $2,309 | $4,292-46.2% | $3,560-35.1% | $5,352-56.9% |
| Admin fee / account holder | $1,666 | $7,403-77.5% | $4,821-65.4% | $9,541-82.5% |