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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 | $2,322 | $127,387-98.2% | $115,038-98.0% | $125,389-98.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -54.70% | 31.28%-86.0pp | 26.14%-80.8pp | 282.24%-336.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,106 | $6,423-67.2% | $6,026-65.1% | $5,352-60.7% |
| Admin fee / account holder | $1,214 | $9,516-87.2% | $8,175-85.2% | $9,541-87.3% |