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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 | $4,088 | $57,312-92.9% | $86,617-95.3% | $75,181-94.6% |
| Participation rate | 84.6% | 63.2%+21.4pp | 71.7%+12.9pp | 67.2%+17.4pp |
| Annual return | -66.83% | 2672.78%-2739.6pp | 591.91%-658.7pp | 160.69%-227.5pp |
| Employer contribution / active EE | $165 | $2,315-92.9% | $3,023-94.6% | $2,671-93.8% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $4,437-100.0% | $4,126-100.0% |
| Admin fee / account holder | $816 | $4,114-80.2% | $5,613-85.5% | $5,650-85.6% |