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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 | $1,922 | $90,606-97.9% | $79,466-97.6% | $135,379-98.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -27.94% | 977.69%-1005.6pp | 718.28%-746.2pp | 519.79%-547.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,628 | $4,050-35.1% | $3,704-29.0% | $5,609-53.1% |
| Admin fee / account holder | $324 | $5,895-94.5% | $5,104-93.7% | $10,828-97.0% |