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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 | $11,511 | $111,785-89.7% | $93,669-87.7% | $145,877-92.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | -5.79% | 203.79%-209.6pp | 133.59%-139.4pp | 551.28%-557.1pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,470 | $4,919-49.8% | $4,416-44.1% | $6,691-63.1% |
| Admin fee / account holder | $1,671 | $10,256-83.7% | $8,291-79.8% | $13,402-87.5% |