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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 | $1,854 | $114,093-98.4% | $96,171-98.1% | $167,536-98.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | -47.41% | 190.00%-237.4pp | 192.04%-239.5pp | 478.82%-526.2pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,045 | $5,197-79.9% | $4,350-76.0% | $6,342-83.5% |
| Admin fee / account holder | $984 | $6,899-85.7% | $5,538-82.2% | $12,315-92.0% |