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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 | $4,940 | $92,219-94.6% | $76,767-93.6% | $135,380-96.4% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -28.87% | 5.46%-34.3pp | 2.43%-31.3pp | 519.81%-548.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,597 | $4,508-42.4% | $3,852-32.6% | $5,609-53.7% |
| Admin fee / account holder | $748 | $10,749-93.0% | $6,675-88.8% | $10,828-93.1% |