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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 | $54 | $105,284-99.9% | $150,734-100.0% | $94,015-99.9% |
| Participation rate | 97.4% | 71.7%+25.6pp | 78.4%+18.9pp | 70.8%+26.5pp |
| Annual return | -52.59% | 15.67%-68.3pp | 600.81%-653.4pp | 17.84%-70.4pp |
| Employer contribution / active EE | $515 | $3,599-85.7% | $4,918-89.5% | $2,790-81.5% |
| Participant deferral / active EE | $3,009 | $4,274-29.6% | $5,610-46.4% | $4,249-29.2% |
| Admin fee / account holder | $73,916 | $9,839+651.3% | $14,905+395.9% | $8,951+725.8% |