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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 | $359 | $27,924-98.7% | $58,544-99.4% | $75,181-99.5% |
| Participation rate | 84.0% | 38.8%+45.2pp | 50.9%+33.1pp | 67.2%+16.8pp |
| Annual return | -73.20% | 44.20%-117.4pp | 4249.56%-4322.8pp | 160.69%-233.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $353 | $1,202-70.6% | $1,923-81.6% | $4,126-91.4% |
| Admin fee / account holder | $396 | $1,726-77.1% | $2,520-84.3% | $5,650-93.0% |