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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 | $4,032 | $117,694-96.6% | $71,755-94.4% | $134,532-97.0% |
| Participation rate | 73.3% | 68.8%+4.5pp | 62.3%+11.0pp | 81.2%-7.9pp |
| Annual return | -57.31% | 25.33%-82.6pp | 9.09%-66.4pp | 418.27%-475.6pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,236 | $3,753+12.9% | $2,656+59.5% | $6,401-33.8% |
| Admin fee / account holder | $409 | $6,374-93.6% | $3,972-89.7% | $11,429-96.4% |