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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 | $76,608-99.2% | $56,077-99.0% | $145,877-99.6% |
| Participation rate | 91.7% | 63.2%+28.4pp | 52.5%+39.2pp | 80.3%+11.4pp |
| Annual return | 6.16% | 3009.59%-3003.4pp | 1709.28%-1703.1pp | 551.28%-545.1pp |
| Employer contribution / active EE | $1 | $1,382-99.9% | $1,040-99.9% | $4,663-100.0% |
| Participant deferral / active EE | $415 | $2,624-84.2% | $1,954-78.8% | $6,691-93.8% |
| Admin fee / account holder | $455 | $3,325-86.3% | $2,825-83.9% | $13,402-96.6% |