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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 | $1,457 | $167,352-99.1% | $143,788-99.0% | $134,509-98.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -87.25% | 0.47%-87.7pp | -0.03%-87.2pp | 418.13%-505.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,753 | $6,447-57.3% | $5,638-51.2% | $6,400-57.0% |
| Admin fee / account holder | $512 | $18,091-97.2% | $14,675-96.5% | $11,427-95.5% |