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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 | $627 | $102,595-99.4% | $94,057-99.3% | $154,746-99.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | -2.33% | 583.42%-585.7pp | 480.62%-483.0pp | 172.34%-174.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,200 | $5,118-76.6% | $4,709-74.5% | $6,730-82.2% |
| Admin fee / account holder | $7,913 | $7,736+2.3% | $7,244+9.2% | $14,365-44.9% |