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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 | $108 | $67,823-99.8% | $52,425-99.8% | $137,256-99.9% |
| Participation rate | 71.4% | 63.9%+7.5pp | 55.6%+15.8pp | 80.0%-8.5pp |
| Annual return | -39.57% | 219.11%-258.7pp | 302.12%-341.7pp | 220.34%-259.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $478 | $2,288-79.1% | $1,790-73.3% | $6,407-92.5% |
| Admin fee / account holder | $553 | $2,844-80.5% | $2,495-77.8% | $12,270-95.5% |