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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 | $3,192 | $150,447-97.9% | $136,298-97.7% | $147,586-97.8% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | -122.92% | 1049.15%-1172.1pp | 5156.27%-5279.2pp | 578.59%-701.5pp |
| Employer contribution / active EE | $77 | $5,256-98.5% | $4,696-98.4% | $4,876-98.4% |
| Participant deferral / active EE | $3,564 | $6,631-46.3% | $6,247-43.0% | $5,439-34.5% |
| Admin fee / account holder | $2,755 | $10,906-74.7% | $9,244-70.2% | $10,886-74.7% |