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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 | $4,382 | $78,690-94.4% | $161,489-97.3% | $87,485-95.0% |
| Participation rate | 84.1% | 67.5%+16.6pp | 78.7%+5.4pp | 68.9%+15.2pp |
| Annual return | -27.24% | 32.74%-60.0pp | 89.72%-117.0pp | 26.06%-53.3pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,501 | $3,311-54.7% | $5,630-73.3% | $4,274-64.9% |
| Admin fee / account holder | $1,017 | $6,724-84.9% | $16,006-93.6% | $7,775-86.9% |