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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 | $3,977 | $73,421-94.6% | $66,439-94.0% | $155,188-97.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 20.20% | 1382.37%-1362.2pp | 757.66%-737.5pp | 148.84%-128.6pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,382 | $4,680-70.5% | $3,876-64.4% | $6,531-78.8% |
| Admin fee / account holder | $1,182 | $8,856-86.7% | $6,173-80.9% | $14,480-91.8% |