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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 | $2,729 | $99,032-97.2% | $80,022-96.6% | $135,382-98.0% |
| Participation rate | 85.7% | 78.4%+7.4pp | 75.8%+9.9pp | 82.6%+3.1pp |
| Annual return | -10.81% | 15.39%-26.2pp | 11.22%-22.0pp | 519.77%-530.6pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,844 | $4,282-33.6% | $3,686-22.8% | $5,609-49.3% |
| Admin fee / account holder | $595 | $10,436-94.3% | $6,521-90.9% | $10,829-94.5% |