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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 | $1,467 | $102,638-98.6% | $81,982-98.2% | $158,982-99.1% |
| Participation rate | 91.7% | 75.5%+16.1pp | 69.3%+22.4pp | 82.0%+9.7pp |
| Annual return | -0.87% | 61.05%-61.9pp | 41.31%-42.2pp | 302.99%-303.9pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,037 | $4,649-56.2% | $3,722-45.3% | $5,983-66.0% |
| Admin fee / account holder | $1,605 | $8,237-80.5% | $5,665-71.7% | $11,252-85.7% |