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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 | $3,559 | $43,730-91.9% | $121,220-97.1% | $64,173-94.5% |
| Participation rate | 81.3% | 58.3%+23.0pp | 71.8%+9.6pp | 69.6%+11.8pp |
| Annual return | -9.46% | 68.94%-78.4pp | 16.94%-26.4pp | 7.63%-17.1pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,369 | $2,281-40.0% | $3,345-59.1% | $3,470-60.6% |
| Admin fee / account holder | $915 | $3,502-73.9% | $5,021-81.8% | $4,887-81.3% |