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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 | $4,048 | $197,819-98.0% | $155,789-97.4% | $125,389-96.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.16% | 86.73%-88.9pp | 71.54%-73.7pp | 282.24%-284.4pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,274 | $5,631-77.4% | $4,798-73.4% | $5,352-76.2% |
| Admin fee / account holder | $3,771 | $9,544-60.5% | $7,477-49.6% | $9,541-60.5% |