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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 | $8,529 | $109,872-92.2% | $98,483-91.3% | $167,536-94.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.22% | 1959.31%-1944.1pp | 1494.38%-1479.2pp | 478.82%-463.6pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,496 | $4,673-46.6% | $4,276-41.6% | $6,342-60.6% |
| Admin fee / account holder | $1,544 | $6,757-77.1% | $5,953-74.1% | $12,315-87.5% |