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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 | $5,291 | $82,288-93.6% | $68,794-92.3% | $134,509-96.1% |
| Participation rate | 70.0% | 75.1%-5.1pp | 69.0%+1.0pp | 81.2%-11.2pp |
| Annual return | -46.39% | -2.19%-44.2pp | -6.37%-40.0pp | 418.13%-464.5pp |
| Employer contribution / active EE | $150 | $3,301-95.5% | $2,656-94.4% | $4,741-96.8% |
| Participant deferral / active EE | $2,588 | $4,738-45.4% | $3,941-34.3% | $6,400-59.6% |
| Admin fee / account holder | $1,896 | $6,482-70.7% | $4,934-61.6% | $11,427-83.4% |