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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 | $67,396-96.0% | $60,919-95.6% | $134,545-98.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 99.78% | 50.12%+49.7pp | 16.96%+82.8pp | 418.37%-318.6pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,675 | $4,534-41.0% | $3,814-29.9% | $6,401-58.2% |
| Admin fee / account holder | $979 | $4,590-78.7% | $3,228-69.7% | $11,431-91.4% |