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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 | $3,442 | $75,935-95.5% | $60,547-94.3% | $125,388-97.3% |
| Participation rate | 85.7% | 76.5%+9.2pp | 68.0%+17.8pp | 83.2%+2.5pp |
| Annual return | -9.49% | -5.38%-4.1pp | 335.64%-345.1pp | 282.24%-291.7pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,600 | $4,506-42.3% | $3,328-21.9% | $5,352-51.4% |
| Admin fee / account holder | $1,156 | $6,768-82.9% | $4,536-74.5% | $9,541-87.9% |