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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 | $6,684 | $75,832-91.2% | $147,617-95.5% | $59,633-88.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.00% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | -$87 | $3,485-102.5% | $5,564-101.6% | $2,203-104.0% |
| Participant deferral / active EE | $858 | $3,131-72.6% | $4,895-82.5% | $3,192-73.1% |
| Admin fee / account holder | $1,742 | $5,986-70.9% | $11,612-85.0% | $4,297-59.5% |