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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 | $2,245 | $90,617-97.5% | $79,476-97.2% | $135,382-98.3% |
| Participation rate | 73.7% | 76.1%-2.4pp | 73.3%+0.3pp | 82.6%-9.0pp |
| Annual return | -10.49% | 977.57%-988.1pp | 718.21%-728.7pp | 519.77%-530.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,081 | $4,050-73.3% | $3,704-70.8% | $5,609-80.7% |
| Admin fee / account holder | $646 | $5,907-89.1% | $5,113-87.4% | $10,829-94.0% |