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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 | $7,469 | $75,962-90.2% | $154,111-95.2% | $64,173-88.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 4.42% | 30.32%-25.9pp | 735.18%-730.8pp | 7.63%-3.2pp |
| Employer contribution / active EE | $15 | $3,350-99.6% | $5,298-99.7% | $2,381-99.4% |
| Participant deferral / active EE | $885 | $3,175-72.1% | $5,081-82.6% | $3,470-74.5% |
| Admin fee / account holder | $490 | $5,589-91.2% | $13,411-96.3% | $4,887-90.0% |