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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 | $4,433 | $91,911-95.2% | $68,612-93.5% | $135,379-96.7% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,130 | $4,315+18.9% | $3,311+54.9% | $5,609-8.5% |
| Admin fee / account holder | $307 | $9,240-96.7% | $5,131-94.0% | $10,828-97.2% |