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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 | $1,432 | $92,766-98.5% | $82,763-98.3% | $134,545-98.9% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -80.02% | 946.97%-1027.0pp | 702.45%-782.5pp | 418.37%-498.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,046 | $4,802-57.4% | $4,395-53.5% | $6,401-68.0% |
| Admin fee / account holder | $696 | $5,978-88.4% | $5,325-86.9% | $11,431-93.9% |