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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 | $2,087 | $73,839-97.2% | $143,788-98.5% | $68,495-97.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -20.46% | 1.01%-21.5pp | -0.03%-20.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,354 | $3,384-30.4% | $5,638-58.2% | $4,028-41.5% |
| Admin fee / account holder | $319 | $5,755-94.4% | $14,675-97.8% | $5,403-94.1% |