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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 | $13,629 | $77,976-82.5% | $81,367-83.2% | $125,389-89.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -4575.19% | -2.85%-4572.3pp | -0.92%-4574.3pp | 282.24%-4857.4pp |
| Employer contribution / active EE | $0 | $4,366-100.0% | $3,930-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $511,325 | $5,646+8956.2% | $5,383+9398.4% | $5,352+9454.7% |
| Admin fee / account holder | $2,100 | $12,476-83.2% | $8,926-76.5% | $9,541-78.0% |