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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 | $8,985 | $45,152-80.1% | $73,835-87.8% | $59,633-84.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.57% | 27.40%-28.0pp | 2268.13%-2268.7pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,694 | $2,573-34.2% | $3,583-52.7% | $3,192-46.9% |
| Admin fee / account holder | $1,409 | $3,515-59.9% | $4,880-71.1% | $4,297-67.2% |