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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 | $2,780 | $109,905-97.5% | $98,506-97.2% | $167,553-98.3% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.5pp | 82.1%+6.8pp |
| Annual return | -81.11% | 1960.20%-2041.3pp | 1494.92%-1576.0pp | 478.89%-560.0pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,367 | $4,674-49.3% | $4,277-44.6% | $6,343-62.7% |
| Admin fee / account holder | $503 | $6,760-92.6% | $5,955-91.6% | $12,316-95.9% |