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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 | $2,154 | $47,944-95.5% | $67,834-96.8% | $62,881-96.6% |
| Participation rate | 84.4% | 61.1%+23.3pp | 68.8%+15.6pp | 69.3%+15.1pp |
| Annual return | -43.03% | 11.77%-54.8pp | 138.47%-181.5pp | 20.14%-63.2pp |
| Employer contribution / active EE | $229 | $1,562-85.3% | $2,403-90.5% | $2,281-90.0% |
| Participant deferral / active EE | $1,463 | $2,247-34.9% | $3,160-53.7% | $3,203-54.3% |
| Admin fee / account holder | $484 | $3,712-86.9% | $4,622-89.5% | $4,296-88.7% |