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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 | $5,987 | $125,778-95.2% | $114,563-94.8% | $154,746-96.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | -2.24% | 295.14%-297.4pp | 241.09%-243.3pp | 172.34%-174.6pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,069 | $4,445-53.5% | $4,142-50.1% | $6,730-69.3% |
| Admin fee / account holder | $1,019 | $8,190-87.6% | $7,623-86.6% | $14,365-92.9% |