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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 | $4,593 | $52,519-91.3% | $155,789-97.1% | $59,633-92.3% |
| Participation rate | 71.4% | 61.7%+9.7pp | 76.1%-4.7pp | 68.7%+2.8pp |
| Annual return | -3.14% | 53.51%-56.7pp | 71.54%-74.7pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,765 | $3,084-42.8% | $4,798-63.2% | $3,192-44.7% |
| Admin fee / account holder | $300 | $3,540-91.5% | $7,477-96.0% | $4,297-93.0% |