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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 | $1,065 | $27,632-96.1% | $61,452-98.3% | $68,486-98.4% |
| Participation rate | 90.6% | 39.5%+51.1pp | 52.6%+38.1pp | 67.9%+22.7pp |
| Annual return | -38.62% | -13.24%-25.4pp | 338.96%-377.6pp | -7.85%-30.8pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,388 | $1,264+9.9% | $2,125-34.7% | $4,028-65.5% |
| Admin fee / account holder | $790 | $2,010-60.7% | $2,131-62.9% | $5,404-85.4% |