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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 | $4,771 | $48,274-90.1% | $63,517-92.5% | $59,632-92.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -2.52% | -240.79%+238.3pp | -70.30%+67.8pp | 2041.32%-2043.8pp |
| Employer contribution / active EE | $84 | $1,586-94.7% | $2,322-96.4% | $2,203-96.2% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $447 | $3,600-87.6% | $5,892-92.4% | $4,297-89.6% |