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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 | $1,289 | $92,684-98.6% | $82,706-98.4% | $134,509-99.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -16.19% | 945.84%-962.0pp | 701.76%-718.0pp | 418.13%-434.3pp |
| Employer contribution / active EE | $189 | $3,272-94.2% | $3,007-93.7% | $4,741-96.0% |
| Participant deferral / active EE | $1,066 | $4,800-77.8% | $4,394-75.7% | $6,400-83.3% |
| Admin fee / account holder | $401 | $5,982-93.3% | $5,329-92.5% | $11,427-96.5% |