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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 | $4,774 | $138,078-96.5% | $125,363-96.2% | $134,509-96.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.53% | 750.49%-767.0pp | 572.15%-588.7pp | 418.13%-434.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,953 | $7,800-62.1% | $7,447-60.4% | $6,400-53.9% |
| Admin fee / account holder | $465 | $11,566-96.0% | $10,005-95.3% | $11,427-95.9% |