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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 | $2,368 | $92,766-97.4% | $82,763-97.1% | $134,545-98.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.07% | 946.97%-962.0pp | 702.45%-717.5pp | 418.37%-433.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,802 | $4,802-20.8% | $4,395-13.5% | $6,401-40.6% |
| Admin fee / account holder | $3,857 | $5,978-35.5% | $5,325-27.6% | $11,431-66.3% |