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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 | $2,612 | $92,743-97.2% | $82,744-96.8% | $134,532-98.1% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -19.28% | 946.63%-965.9pp | 702.22%-721.5pp | 418.27%-437.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,462 | $4,802-69.5% | $4,395-66.7% | $6,401-77.2% |
| Admin fee / account holder | $498 | $5,977-91.7% | $5,325-90.7% | $11,429-95.6% |