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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 | $239 | $123,750-99.8% | $69,611-99.7% | $145,877-99.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 315.95% | 192.03%+123.9pp | 101.14%+214.8pp | 551.28%-235.3pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $1,709-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,500 | $4,243+218.2% | $2,891+367.0% | $6,691+101.8% |
| Admin fee / account holder | $257,569 | $7,817+3195.2% | $4,696+5385.3% | $13,402+1821.8% |