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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 | $5,157 | $90,607-94.3% | $79,467-93.5% | $135,380-96.2% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -14.58% | 977.74%-992.3pp | 718.30%-732.9pp | 519.81%-534.4pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,640 | $4,050+14.6% | $3,704+25.3% | $5,609-17.3% |
| Admin fee / account holder | $2,408 | $5,895-59.2% | $5,104-52.8% | $10,828-77.8% |