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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 | $6,093 | $82,630-92.6% | $64,105-90.5% | $125,388-95.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -68.16% | 1489.72%-1557.9pp | 791.24%-859.4pp | 282.24%-350.4pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,600 | $3,608-27.9% | $2,822-7.9% | $5,352-51.4% |
| Admin fee / account holder | $7,479 | $6,382+17.2% | $4,499+66.2% | $9,541-21.6% |