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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 | $5,616 | $180,466-96.9% | $154,114-96.4% | $135,382-95.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -41.95% | 888.15%-930.1pp | 735.16%-777.1pp | 519.77%-561.7pp |
| Employer contribution / active EE | $111 | $6,035-98.2% | $5,298-97.9% | $4,779-97.7% |
| Participant deferral / active EE | $3,232 | $5,806-44.3% | $5,081-36.4% | $5,609-42.4% |
| Admin fee / account holder | $2,199 | $16,144-86.4% | $13,411-83.6% | $10,829-79.7% |