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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 | $3,750 | $82,032-95.4% | $123,106-97.0% | $59,633-93.7% |
| Participation rate | 73.6% | 83.2%-9.6pp | 86.8%-13.2pp | 68.7%+4.9pp |
| Annual return | -29.20% | 5.12%-34.3pp | 13.22%-42.4pp | 2041.40%-2070.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,605 | $4,667-44.2% | $6,229-58.2% | $3,192-18.4% |
| Admin fee / account holder | $345 | $5,881-94.1% | $9,015-96.2% | $4,297-92.0% |