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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 | $3,857 | $211,946-98.2% | $169,452-97.7% | $135,379-97.2% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -20.75% | 3.26%-24.0pp | 1.83%-22.6pp | 519.79%-540.5pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,491 | $6,075-59.0% | $5,277-52.8% | $5,609-55.6% |
| Admin fee / account holder | $365 | $11,472-96.8% | $9,110-96.0% | $10,828-96.6% |