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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 | $5,531 | $93,124-94.1% | $77,100-92.8% | $134,545-95.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -79.54% | 62.68%-142.2pp | 42.35%-121.9pp | 418.37%-497.9pp |
| Employer contribution / active EE | $271 | $3,421-92.1% | $2,815-90.4% | $4,742-94.3% |
| Participant deferral / active EE | $3,074 | $5,242-41.4% | $4,430-30.6% | $6,401-52.0% |
| Admin fee / account holder | $3,412 | $6,970-51.0% | $5,443-37.3% | $11,431-70.2% |