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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 | $4,989 | $84,685-94.1% | $73,836-93.2% | $125,389-96.0% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | -6.04% | 3123.80%-3129.8pp | 2268.06%-2274.1pp | 282.24%-288.3pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,390 | $3,993+9.9% | $3,583+22.5% | $5,352-18.0% |
| Admin fee / account holder | $562 | $5,694-90.1% | $4,882-88.5% | $9,541-94.1% |