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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 | $18,460 | $112,935-83.7% | $90,970-79.7% | $158,966-88.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -4.57% | 215.79%-220.4pp | 134.58%-139.2pp | 302.95%-307.5pp |
| Employer contribution / active EE | $256 | $2,895-91.2% | $2,122-88.0% | $4,762-94.6% |
| Participant deferral / active EE | $1,242 | $4,129-69.9% | $3,373-63.2% | $5,983-79.2% |
| Admin fee / account holder | $52,387 | $8,045+551.1% | $5,960+779.0% | $11,250+365.7% |