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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 | $703 | $90,607-99.2% | $79,467-99.1% | $135,380-99.5% |
| Participation rate | 84.6% | 76.0%+8.6pp | 73.3%+11.3pp | 82.6%+2.0pp |
| Annual return | -27.13% | 977.74%-1004.9pp | 718.30%-745.4pp | 519.81%-546.9pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $995 | $4,050-75.4% | $3,704-73.1% | $5,609-82.3% |
| Admin fee / account holder | $355 | $5,895-94.0% | $5,104-93.1% | $10,828-96.7% |