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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 | $773 | $70,366-98.9% | $66,674-98.8% | $138,895-99.4% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | -55.38% | 386.41%-441.8pp | 321.24%-376.6pp | 145.39%-200.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $663 | $4,374-84.8% | $4,084-83.8% | $6,396-89.6% |
| Admin fee / account holder | $703 | $5,262-86.6% | $5,098-86.2% | $12,562-94.4% |