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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 | $4,981 | $104,106-95.2% | $71,086-93.0% | $135,379-96.3% |
| Participation rate | 76.9% | 65.7%+11.3pp | 54.7%+22.3pp | 82.6%-5.7pp |
| Annual return | -7.77% | 1256.30%-1264.1pp | 650.59%-658.4pp | 519.79%-527.6pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,092 | $2,527-56.8% | $1,874-41.7% | $5,609-80.5% |
| Admin fee / account holder | $317 | $4,142-92.3% | $3,082-89.7% | $10,828-97.1% |