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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 | $2,493 | $99,031-97.5% | $86,597-97.1% | $147,585-98.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 143.50% | 1312.56%-1169.1pp | 964.96%-821.5pp | 578.57%-435.1pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,031 | $3,972+1.5% | $3,609+11.7% | $5,439-25.9% |
| Admin fee / account holder | $656 | $5,711-88.5% | $4,906-86.6% | $10,885-94.0% |