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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 | $5,104 | $106,551-95.2% | $91,225-94.4% | $134,532-96.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -98.46% | 160.78%-259.2pp | 114.12%-212.6pp | 418.27%-516.7pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,667 | $4,718+41.3% | $4,233+57.5% | $6,401+4.2% |
| Admin fee / account holder | $5,302 | $6,234-15.0% | $5,422-2.2% | $11,429-53.6% |