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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 | $1,656 | $76,368-97.8% | $67,681-97.6% | $154,746-98.9% |
| Participation rate | 70.0% | 79.0%-9.0pp | 73.7%-3.7pp | 80.7%-10.7pp |
| Annual return | -55.35% | 1066.77%-1122.1pp | 590.58%-645.9pp | 172.34%-227.7pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,035 | $4,824-78.5% | $3,976-74.0% | $6,730-84.6% |
| Admin fee / account holder | $876 | $8,559-89.8% | $6,100-85.6% | $14,365-93.9% |