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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 | $8,572 | $84,684-89.9% | $73,835-88.4% | $125,388-93.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -47.07% | 3123.93%-3171.0pp | 2268.13%-2315.2pp | 282.24%-329.3pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,413 | $3,993-39.6% | $3,583-32.7% | $5,352-54.9% |
| Admin fee / account holder | $389 | $5,691-93.2% | $4,880-92.0% | $9,541-95.9% |