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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 | $796 | $84,551-99.1% | $61,452-98.7% | $134,532-99.4% |
| Participation rate | 82.6% | 62.2%+20.4pp | 52.6%+30.0pp | 81.2%+1.4pp |
| Annual return | -19.73% | 585.39%-605.1pp | 338.96%-358.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $224 | $2,818-92.1% | $2,125-89.5% | $6,401-96.5% |
| Admin fee / account holder | $504 | $2,587-80.5% | $2,131-76.4% | $11,429-95.6% |