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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 | $1,806 | $123,859-98.5% | $69,632-97.4% | $145,897-98.8% |
| Participation rate | 88.9% | 69.2%+19.7pp | 66.4%+22.5pp | 80.3%+8.6pp |
| Annual return | -42.62% | 192.49%-235.1pp | 101.32%-143.9pp | 552.29%-594.9pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,708-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,654 | $4,242-61.0% | $2,889-42.7% | $6,689-75.3% |
| Admin fee / account holder | $539 | $7,817-93.1% | $4,695-88.5% | $13,390-96.0% |