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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 | $5,059 | $99,009-94.9% | $86,581-94.2% | $147,585-96.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -33.57% | 1312.70%-1346.3pp | 965.06%-998.6pp | 578.58%-612.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $786 | $3,972-80.2% | $3,609-78.2% | $5,439-85.5% |
| Admin fee / account holder | $3,074 | $5,709-46.2% | $4,904-37.3% | $10,886-71.8% |