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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 | $4,620 | $54,370-91.5% | $82,763-94.4% | $68,490-93.3% |
| Participation rate | 74.1% | 63.9%+10.1pp | 72.6%+1.5pp | 67.9%+6.2pp |
| Annual return | -19.74% | -13.67%-6.1pp | 702.45%-722.2pp | -7.85%-11.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,921 | $3,247-40.8% | $4,395-56.3% | $4,028-52.3% |
| Admin fee / account holder | $865 | $4,398-80.3% | $5,325-83.8% | $5,403-84.0% |