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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 | $5,169 | $113,941-95.5% | $94,229-94.5% | $125,389-95.9% |
| Participation rate | 71.4% | 82.9%-11.5pp | 78.8%-7.3pp | 83.2%-11.8pp |
| Annual return | -23.79% | 5.29%-29.1pp | 10.68%-34.5pp | 282.24%-306.0pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,651 | $5,179-68.1% | $4,320-61.8% | $5,352-69.2% |
| Admin fee / account holder | $712 | $8,392-91.5% | $6,269-88.6% | $9,541-92.5% |