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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 | $2,126 | $88,754-97.6% | $81,820-97.4% | $145,877-98.5% |
| Participation rate | 90.5% | 75.1%+15.4pp | 72.4%+18.1pp | 80.3%+10.2pp |
| Annual return | -1.33% | 1031.77%-1033.1pp | 777.93%-779.3pp | 551.28%-552.6pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,706 | $4,648-63.3% | $4,323-60.5% | $6,691-74.5% |
| Admin fee / account holder | $584 | $8,424-93.1% | $7,391-92.1% | $13,402-95.6% |