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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 | $1,779 | $129,960-98.6% | $104,299-98.3% | $134,545-98.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -65.16% | 42.06%-107.2pp | 24.62%-89.8pp | 418.37%-483.5pp |
| Employer contribution / active EE | $0 | $4,186-100.0% | $3,373-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,788 | $5,589-14.3% | $4,626+3.5% | $6,401-25.2% |
| Admin fee / account holder | $3,169 | $9,324-66.0% | $7,339-56.8% | $11,431-72.3% |