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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 | $2,134 | $73,421-97.1% | $66,439-96.8% | $155,188-98.6% |
| Participation rate | 83.3% | 79.7%+3.6pp | 74.5%+8.8pp | 80.8%+2.5pp |
| Annual return | -15.72% | 1382.37%-1398.1pp | 757.66%-773.4pp | 148.84%-164.6pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,125 | $4,680-54.6% | $3,876-45.2% | $6,531-67.5% |
| Admin fee / account holder | $328 | $8,856-96.3% | $6,173-94.7% | $14,480-97.7% |