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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 | $109,967-96.0% | $97,197-95.5% | $145,877-97.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -111.78% | 244.27%-356.1pp | 75.47%-187.3pp | 551.28%-663.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,000 | $4,676+6.9% | $4,263+17.3% | $6,691-25.3% |
| Admin fee / account holder | $1,450 | $6,199-76.6% | $5,637-74.3% | $13,402-89.2% |