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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 | $2,623 | $92,684-97.2% | $82,706-96.8% | $134,509-98.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -42.62% | 945.84%-988.5pp | 701.76%-744.4pp | 418.13%-460.8pp |
| Employer contribution / active EE | $73 | $3,272-97.8% | $3,007-97.6% | $4,741-98.5% |
| Participant deferral / active EE | $1,905 | $4,800-60.3% | $4,394-56.6% | $6,400-70.2% |
| Admin fee / account holder | $709 | $5,982-88.1% | $5,329-86.7% | $11,427-93.8% |