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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,843 | $114,130-98.4% | $96,192-98.1% | $167,553-98.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | -64.81% | 190.07%-254.9pp | 192.09%-256.9pp | 478.89%-543.7pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,039 | $5,198-80.0% | $4,351-76.1% | $6,343-83.6% |
| Admin fee / account holder | $1,758 | $6,901-74.5% | $5,539-68.3% | $12,316-85.7% |