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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 | $2,427 | $54,355-95.5% | $82,744-97.1% | $68,486-96.5% |
| Participation rate | 81.0% | 63.9%+17.0pp | 72.6%+8.4pp | 67.9%+13.1pp |
| Annual return | -24.64% | -13.67%-11.0pp | 702.22%-726.9pp | -7.85%-16.8pp |
| Employer contribution / active EE | $241 | $2,219-89.1% | $3,008-92.0% | $2,597-90.7% |
| Participant deferral / active EE | $1,883 | $3,246-42.0% | $4,395-57.1% | $4,028-53.2% |
| Admin fee / account holder | $546 | $4,397-87.6% | $5,325-89.7% | $5,404-89.9% |