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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 | $2,860 | $101,283-97.2% | $75,826-96.2% | $135,379-97.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -60.08% | 3384.62%-3444.7pp | 1914.15%-1974.2pp | 519.79%-579.9pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,250 | $3,469-35.1% | $2,862-21.4% | $5,609-59.9% |
| Admin fee / account holder | $942 | $6,539-85.6% | $4,726-80.1% | $10,828-91.3% |