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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 | $1,352 | $67,372-98.0% | $60,906-97.8% | $134,532-99.0% |
| Participation rate | 73.3% | 76.2%-2.8pp | 73.1%+0.2pp | 81.2%-7.9pp |
| Annual return | -14.10% | 50.05%-64.1pp | 16.94%-31.0pp | 418.27%-432.4pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,769 | $4,532-61.0% | $3,814-53.6% | $6,401-72.4% |
| Admin fee / account holder | $362 | $4,588-92.1% | $3,227-88.8% | $11,429-96.8% |