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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 | $577 | $76,519-99.2% | $56,025-99.0% | $145,897-99.6% |
| Participation rate | 91.7% | 63.2%+28.4pp | 52.5%+39.2pp | 80.3%+11.4pp |
| Annual return | 6.16% | 3017.03%-3010.9pp | 1712.69%-1706.5pp | 552.29%-546.1pp |
| Employer contribution / active EE | $1 | $1,383-99.9% | $1,042-99.9% | $4,663-100.0% |
| Participant deferral / active EE | $415 | $2,624-84.2% | $1,955-78.8% | $6,689-93.8% |
| Admin fee / account holder | $455 | $3,331-86.3% | $2,828-83.9% | $13,390-96.6% |