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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 | $4,451 | $106,557-95.8% | $91,227-95.1% | $134,545-96.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -68.20% | 160.81%-229.0pp | 114.14%-182.3pp | 418.37%-486.6pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,397 | $4,719-6.8% | $4,234+3.9% | $6,401-31.3% |
| Admin fee / account holder | $2,197 | $6,235-64.8% | $5,423-59.5% | $11,431-80.8% |