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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 | $7,909 | $112,121-92.9% | $95,960-91.8% | $158,966-95.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 39.79% | 171.16%-131.4pp | 91.63%-51.8pp | 302.95%-263.2pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,750 | $4,784+103.8% | $4,167+134.0% | $5,983+63.0% |
| Admin fee / account holder | $676 | $10,135-93.3% | $6,797-90.1% | $11,250-94.0% |