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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 | $1,424 | $81,664-98.3% | $70,476-98.0% | $158,966-99.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | -48.27% | 208.59%-256.9pp | 109.12%-157.4pp | 302.95%-351.2pp |
| Employer contribution / active EE | $56 | $3,219-98.3% | $2,738-98.0% | $4,762-98.8% |
| Participant deferral / active EE | $2,041 | $4,556-55.2% | $3,710-45.0% | $5,983-65.9% |
| Admin fee / account holder | $925 | $6,197-85.1% | $3,847-76.0% | $11,250-91.8% |