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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 | $3,798 | $71,230-94.7% | $93,727-95.9% | $80,959-95.3% |
| Participation rate | 78.9% | 60.4%+18.5pp | 68.7%+10.2pp | 67.7%+11.2pp |
| Annual return | -94.25% | 11.26%-105.5pp | 133.83%-228.1pp | 35.67%-129.9pp |
| Employer contribution / active EE | $12 | $1,565-99.3% | $2,421-99.5% | $2,757-99.6% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $14,537 | $6,961+108.8% | $8,292+75.3% | $6,925+109.9% |