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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 | $4,371 | $109,904-96.0% | $97,167-95.5% | $145,959-97.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -111.78% | 243.43%-355.2pp | 75.27%-187.1pp | 561.95%-673.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,000 | $4,676+6.9% | $4,264+17.3% | $6,689-25.2% |
| Admin fee / account holder | $1,450 | $6,216-76.7% | $5,650-74.3% | $13,398-89.2% |