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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 | $672 | $70,366-99.0% | $66,674-99.0% | $138,895-99.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | -25.64% | 386.41%-412.0pp | 321.24%-346.9pp | 145.39%-171.0pp |
| Employer contribution / active EE | $356 | $2,765-87.1% | $2,620-86.4% | $4,194-91.5% |
| Participant deferral / active EE | $3,720 | $4,374-15.0% | $4,084-8.9% | $6,396-41.8% |
| Admin fee / account holder | $80,562 | $5,262+1430.9% | $5,098+1480.2% | $12,562+541.3% |