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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 | $4,499 | $92,766-95.2% | $82,763-94.6% | $134,545-96.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -55.24% | 946.97%-1002.2pp | 702.45%-757.7pp | 418.37%-473.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,578 | $4,802-4.7% | $4,395+4.2% | $6,401-28.5% |
| Admin fee / account holder | $1,244 | $5,978-79.2% | $5,325-76.6% | $11,431-89.1% |