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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 | $3,992 | $118,680-96.6% | $98,910-96.0% | $158,931-97.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | -5.80% | 372.35%-378.2pp | 196.44%-202.2pp | 302.86%-308.7pp |
| Employer contribution / active EE | $297 | $3,333-91.1% | $2,689-89.0% | $4,761-93.8% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,244-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,095 | $10,131-89.2% | $6,642-83.5% | $11,247-90.3% |