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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 | $123,982-99.8% | $69,701-99.7% | $145,959-99.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 315.95% | 191.01%+124.9pp | 100.32%+215.6pp | 561.95%-246.0pp |
| Employer contribution / active EE | $0 | $2,681-100.0% | $1,713-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $13,500 | $4,236+218.7% | $2,887+367.6% | $6,689+101.8% |
| Admin fee / account holder | $257,569 | $7,867+3174.2% | $4,717+5360.9% | $13,398+1822.5% |