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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 | $1,544 | $185,225-99.2% | $142,898-98.9% | $167,536-99.1% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 7.62% | 8558.12%-8550.5pp | 5639.64%-5632.0pp | 478.82%-471.2pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,153 | $4,496-52.1% | $3,838-43.9% | $6,342-66.1% |
| Admin fee / account holder | $12,803 | $8,032+59.4% | $6,560+95.2% | $12,315+4.0% |