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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 | $2,370 | $138,102-98.3% | $125,381-98.1% | $134,532-98.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -82.58% | 750.73%-833.3pp | 572.31%-654.9pp | 418.27%-500.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $19,364 | $7,801+148.2% | $7,448+160.0% | $6,401+202.5% |
| Admin fee / account holder | $3,292 | $11,568-71.5% | $10,007-67.1% | $11,429-71.2% |