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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 | $5,662 | $73,546-92.3% | $63,018-91.0% | $147,586-96.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.52% | 175.56%-163.0pp | 87.62%-75.1pp | 578.59%-566.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,878 | $4,185+88.3% | $3,330+136.6% | $5,439+44.8% |
| Admin fee / account holder | $85,755 | $5,956+1339.9% | $3,601+2281.6% | $10,886+687.8% |