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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 | $4,817 | $97,729-95.1% | $83,830-94.3% | $135,379-96.4% |
| Participation rate | 95.8% | 80.0%+15.9pp | 76.1%+19.7pp | 82.6%+13.2pp |
| Annual return | -5.89% | 1287.52%-1293.4pp | 850.97%-856.9pp | 519.79%-525.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,336 | $4,683-71.5% | $4,082-67.3% | $5,609-76.2% |
| Admin fee / account holder | $483 | $6,674-92.8% | $5,479-91.2% | $10,828-95.5% |