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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 | $123,854-98.5% | $69,623-97.4% | $145,884-98.8% |
| Participation rate | 88.9% | 69.2%+19.7pp | 66.4%+22.5pp | 80.3%+8.6pp |
| Annual return | -42.62% | 192.35%-235.0pp | 101.23%-143.8pp | 551.85%-594.5pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,709-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,654 | $4,242-61.0% | $2,890-42.8% | $6,690-75.3% |
| Admin fee / account holder | $539 | $7,822-93.1% | $4,696-88.5% | $13,392-96.0% |