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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 | $5,158 | $54,239-90.5% | $70,098-92.6% | $68,495-92.5% |
| Participation rate | 78.0% | 64.5%+13.5pp | 70.5%+7.5pp | 67.9%+10.1pp |
| Annual return | -19.80% | -13.87%-5.9pp | 190.76%-210.6pp | -7.84%-12.0pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,955 | $2,957-0.1% | $3,849-23.2% | $4,028-26.6% |
| Admin fee / account holder | $1,381 | $4,691-70.6% | $6,266-78.0% | $5,403-74.4% |