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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 | $3,521 | $95,979-96.3% | $74,551-95.3% | $135,380-97.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -0.75% | 56.97%-57.7pp | 32.53%-33.3pp | 519.81%-520.6pp |
| Employer contribution / active EE | $7 | $2,716-99.7% | $1,961-99.6% | $4,779-99.9% |
| Participant deferral / active EE | $4,605 | $3,844+19.8% | $3,108+48.1% | $5,609-17.9% |
| Admin fee / account holder | $3,395 | $6,522-47.9% | $5,059-32.9% | $10,828-68.6% |