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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 | $4,335 | $138,102-96.9% | $125,381-96.5% | $134,532-96.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -50.53% | 750.73%-801.3pp | 572.31%-622.8pp | 418.27%-468.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,181 | $7,801-59.2% | $7,448-57.3% | $6,401-50.3% |
| Admin fee / account holder | $1,147 | $11,568-90.1% | $10,007-88.5% | $11,429-90.0% |