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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 | $3,858 | $78,694-95.1% | $67,653-94.3% | $125,388-96.9% |
| Participation rate | 93.8% | 78.8%+14.9pp | 75.7%+18.1pp | 83.2%+10.6pp |
| Annual return | -10.34% | 9.46%-19.8pp | 6625.22%-6635.6pp | 282.24%-292.6pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,436 | $4,292-43.2% | $3,560-31.6% | $5,352-54.5% |
| Admin fee / account holder | $552 | $7,403-92.5% | $4,821-88.6% | $9,541-94.2% |