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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 | $1,283 | $92,684-98.6% | $82,706-98.4% | $134,509-99.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -33.78% | 945.84%-979.6pp | 701.76%-735.5pp | 418.13%-451.9pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,630 | $4,800-24.4% | $4,394-17.4% | $6,400-43.3% |
| Admin fee / account holder | $2,445 | $5,982-59.1% | $5,329-54.1% | $11,427-78.6% |