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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 | $57,330-92.9% | $86,656-95.3% | $75,177-94.6% |
| Participation rate | 84.6% | 63.2%+21.4pp | 71.7%+12.9pp | 67.2%+17.4pp |
| Annual return | -66.83% | 2675.40%-2742.2pp | 593.09%-659.9pp | 160.75%-227.6pp |
| Employer contribution / active EE | $165 | $2,316-92.9% | $3,025-94.6% | $2,671-93.8% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $816 | $4,115-80.2% | $5,619-85.5% | $5,651-85.6% |