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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 | $4,875 | $100,911-95.2% | $90,440-94.6% | $158,966-96.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -6.14% | 1726.62%-1732.8pp | 1294.38%-1300.5pp | 302.95%-309.1pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,078 | $4,348-29.2% | $3,964-22.4% | $5,983-48.6% |
| Admin fee / account holder | $741 | $6,507-88.6% | $5,615-86.8% | $11,250-93.4% |