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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 | $2,411 | $106,551-97.7% | $91,225-97.4% | $134,532-98.2% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.2%+15.7pp | 81.2%+7.7pp |
| Annual return | -16.64% | 160.78%-177.4pp | 114.12%-130.8pp | 418.27%-434.9pp |
| Employer contribution / active EE | $141 | $3,331-95.8% | $2,851-95.0% | $4,741-97.0% |
| Participant deferral / active EE | $1,894 | $4,718-59.9% | $4,233-55.3% | $6,401-70.4% |
| Admin fee / account holder | $1,167 | $6,234-81.3% | $5,422-78.5% | $11,429-89.8% |