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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 | $5,617 | $138,075-95.9% | $123,552-95.5% | $135,379-95.9% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -53.14% | 153.70%-206.8pp | 119.20%-172.3pp | 519.79%-572.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,920 | $6,800-57.0% | $6,426-54.6% | $5,609-47.9% |
| Admin fee / account holder | $1,528 | $10,917-86.0% | $9,285-83.5% | $10,828-85.9% |