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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 | $11,078 | $45,152-75.5% | $73,836-85.0% | $59,633-81.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.74% | 27.40%-28.1pp | 2268.06%-2268.8pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,012 | $2,573-21.8% | $3,583-43.8% | $3,192-36.9% |
| Admin fee / account holder | $608 | $3,515-82.7% | $4,882-87.5% | $4,297-85.8% |