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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 | $263 | $81,763-99.7% | $58,561-99.6% | $139,466-99.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | -36.44% | 7427.77%-7464.2pp | 4251.33%-4287.8pp | 373.66%-410.1pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $632 | $2,555-75.3% | $1,923-67.1% | $6,712-90.6% |
| Admin fee / account holder | $323 | $3,273-90.1% | $2,520-87.2% | $11,409-97.2% |