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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 | $2,976 | $84,685-96.5% | $73,836-96.0% | $125,389-97.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -7.15% | 3123.80%-3130.9pp | 2268.06%-2275.2pp | 282.24%-289.4pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,367 | $3,993-65.7% | $3,583-61.8% | $5,352-74.4% |
| Admin fee / account holder | $398 | $5,694-93.0% | $4,882-91.8% | $9,541-95.8% |