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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 | $2,503 | $118,877-97.9% | $96,570-97.4% | $167,536-98.5% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | -9.92% | 50.50%-60.4pp | 37.79%-47.7pp | 478.82%-488.7pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,738 | $4,617-40.7% | $3,849-28.9% | $6,342-56.8% |
| Admin fee / account holder | $418 | $8,069-94.8% | $6,182-93.2% | $12,315-96.6% |