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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 | $8,817 | $108,911-91.9% | $100,392-91.2% | $145,884-94.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -90.03% | 58.23%-148.3pp | 49.45%-139.5pp | 551.85%-641.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $54,705 | $8,459+546.7% | $8,090+576.2% | $6,690+717.8% |
| Admin fee / account holder | $124,747 | $9,698+1186.3% | $7,904+1478.3% | $13,392+831.5% |