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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 | $3,448 | $57,352-94.0% | $83,830-95.9% | $64,173-94.6% |
| Participation rate | 95.5% | 68.6%+26.8pp | 76.1%+19.3pp | 69.6%+25.9pp |
| Annual return | -17.64% | 11.38%-29.0pp | 850.97%-868.6pp | 7.63%-25.3pp |
| Employer contribution / active EE | $227 | $2,546-91.1% | $3,631-93.7% | $2,381-90.5% |
| Participant deferral / active EE | $1,850 | $2,993-38.2% | $4,082-54.7% | $3,470-46.7% |
| Admin fee / account holder | $512 | $4,046-87.4% | $5,479-90.7% | $4,887-89.5% |