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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 | $2,032 | $45,872-95.6% | $77,100-97.4% | $68,490-97.0% |
| Participation rate | 88.1% | 55.9%+32.2pp | 67.9%+20.2pp | 67.9%+20.2pp |
| Annual return | -26.12% | 1.73%-27.8pp | 42.35%-68.5pp | -7.85%-18.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,406 | $2,963-52.5% | $4,430-68.3% | $4,028-65.1% |
| Admin fee / account holder | $1,071 | $3,041-64.8% | $5,443-80.3% | $5,403-80.2% |