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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 | $2,666 | $67,340-96.0% | $60,888-95.6% | $134,493-98.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 99.78% | 49.97%+49.8pp | 16.91%+82.9pp | 418.01%-318.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,702-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,675 | $4,538-41.1% | $3,817-29.9% | $6,400-58.2% |
| Admin fee / account holder | $979 | $4,583-78.6% | $3,225-69.7% | $11,425-91.4% |