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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 | $1,429 | $70,366-98.0% | $66,674-97.9% | $138,895-99.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | -189.34% | 386.41%-575.7pp | 321.24%-510.6pp | 145.39%-334.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,667 | $4,374-39.0% | $4,084-34.7% | $6,396-58.3% |
| Admin fee / account holder | $476 | $5,262-91.0% | $5,098-90.7% | $12,562-96.2% |