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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 | $4,200 | $95,188-95.6% | $76,518-94.5% | $135,380-96.9% |
| Participation rate | 72.7% | 74.4%-1.7pp | 68.0%+4.7pp | 82.6%-9.9pp |
| Annual return | -13.32% | 4.85%-18.2pp | -0.27%-13.1pp | 519.81%-533.1pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,340 | $4,640-28.0% | $3,836-12.9% | $5,609-40.4% |
| Admin fee / account holder | $454 | $6,249-92.7% | $4,849-90.6% | $10,828-95.8% |