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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 | $4,738 | $105,198-95.5% | $159,455-97.0% | $85,856-94.5% |
| Participation rate | 70.4% | 75.8%-5.4pp | 82.8%-12.5pp | 69.3%+1.1pp |
| Annual return | -8.98% | 45.08%-54.1pp | 263.63%-272.6pp | 318.58%-327.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,056 | $5,946-48.6% | $7,353-58.4% | $3,952-22.7% |
| Admin fee / account holder | $487 | $6,934-93.0% | $10,800-95.5% | $6,261-92.2% |