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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 | $3,466 | $99,644-96.5% | $86,438-96.0% | $134,532-97.4% |
| Participation rate | 71.4% | 82.1%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -47.08% | 6787.26%-6834.3pp | 4397.19%-4444.3pp | 418.27%-465.3pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,324 | $7,247-26.5% | $6,952-23.4% | $6,401-16.8% |
| Admin fee / account holder | $389 | $8,375-95.4% | $6,733-94.2% | $11,429-96.6% |