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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 | $11,933 | $96,123-87.6% | $77,361-84.6% | $198,609-94.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | -56.98% | 2054.81%-2111.8pp | 1011.54%-1068.5pp | 202.70%-259.7pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,137 | $4,975-57.1% | $3,911-45.4% | $6,977-69.4% |
| Admin fee / account holder | $7,063 | $9,471-25.4% | $5,894+19.8% | $19,030-62.9% |