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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 | $76,634-99.2% | $56,054-99.0% | $145,978-99.6% |
| Participation rate | 91.7% | 63.2%+28.4pp | 52.5%+39.2pp | 80.3%+11.4pp |
| Annual return | 6.16% | 3004.33%-2998.2pp | 1705.95%-1699.8pp | 550.52%-544.4pp |
| Employer contribution / active EE | $1 | $1,380-99.9% | $1,039-99.9% | $4,662-100.0% |
| Participant deferral / active EE | $415 | $2,622-84.2% | $1,952-78.7% | $6,690-93.8% |
| Admin fee / account holder | $455 | $3,321-86.3% | $2,822-83.9% | $13,400-96.6% |