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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 | $3,552 | $92,743-96.2% | $82,744-95.7% | $134,532-97.4% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -54.51% | 946.63%-1001.1pp | 702.22%-756.7pp | 418.27%-472.8pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,737 | $4,802-63.8% | $4,395-60.5% | $6,401-72.9% |
| Admin fee / account holder | $2,120 | $5,977-64.5% | $5,325-60.2% | $11,429-81.5% |