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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 | $12,872 | $82,630-84.4% | $64,105-79.9% | $125,389-89.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -3.83% | 1489.72%-1493.5pp | 791.24%-795.1pp | 282.24%-286.1pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,096 | $3,608-69.6% | $2,822-61.2% | $5,352-79.5% |
| Admin fee / account holder | $390 | $6,382-93.9% | $4,499-91.3% | $9,541-95.9% |