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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 | $93,345-99.9% | $119,126-100.0% | $87,485-99.9% |
| Participation rate | 97.4% | 68.7%+28.6pp | 75.8%+21.6pp | 68.9%+28.4pp |
| Annual return | -52.59% | 19.08%-71.7pp | 282.11%-334.7pp | 26.06%-78.7pp |
| Employer contribution / active EE | $515 | $3,172-83.8% | $4,034-87.2% | $2,596-80.2% |
| Participant deferral / active EE | $3,009 | $4,099-26.6% | $5,318-43.4% | $4,274-29.6% |
| Admin fee / account holder | $73,916 | $8,039+819.5% | $10,693+591.2% | $7,775+850.7% |