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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 | $3,474 | $190,879-98.2% | $160,009-97.8% | $134,532-97.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -24.44% | 552.63%-577.1pp | 408.85%-433.3pp | 418.27%-442.7pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,130 | $6,924-54.8% | $6,183-49.4% | $6,401-51.1% |
| Admin fee / account holder | $326 | $10,495-96.9% | $8,715-96.3% | $11,429-97.1% |