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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 | $1,806 | $70,121-97.4% | $63,803-97.2% | $138,895-98.7% |
| Participation rate | 76.2% | 77.2%-1.0pp | 72.7%+3.5pp | 79.9%-3.7pp |
| Annual return | -10.62% | 946.48%-957.1pp | 543.72%-554.3pp | 145.39%-156.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,041 | $4,535-77.1% | $3,843-72.9% | $6,396-83.7% |
| Admin fee / account holder | $663 | $6,738-90.2% | $5,196-87.2% | $12,562-94.7% |