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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 | $4,704 | $65,434-92.8% | $98,483-95.2% | $85,847-94.5% |
| Participation rate | 84.0% | 65.0%+19.0pp | 73.3%+10.7pp | 69.3%+14.7pp |
| Annual return | -3.51% | 21.75%-25.3pp | 1494.38%-1497.9pp | 318.61%-322.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,211 | $3,168-61.8% | $4,276-71.7% | $3,952-69.3% |
| Admin fee / account holder | $1,417 | $4,595-69.2% | $5,953-76.2% | $6,261-77.4% |