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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 | $3,020 | $106,524-97.2% | $152,301-98.0% | $87,485-96.5% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.4%+0.9pp | 68.9%+14.4pp |
| Annual return | -12.98% | 26.89%-39.9pp | 80.50%-93.5pp | 26.06%-39.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,650 | $6,525-59.4% | $8,004-66.9% | $4,274-38.0% |
| Admin fee / account holder | $797 | $8,287-90.4% | $14,398-94.5% | $7,775-89.7% |