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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 | $3,512 | $92,219-96.2% | $76,767-95.4% | $135,380-97.4% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -67.26% | 5.46%-72.7pp | 2.43%-69.7pp | 519.81%-587.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,065 | $4,508-9.8% | $3,852+5.5% | $5,609-27.5% |
| Admin fee / account holder | $721 | $10,749-93.3% | $6,675-89.2% | $10,828-93.3% |