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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 | $3,627 | $112,729-96.8% | $98,716-96.3% | $137,256-97.4% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.3%+12.5pp | 80.0%+1.9pp |
| Annual return | -21.65% | 38.48%-60.1pp | 31.81%-53.5pp | 220.34%-242.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,519 | $4,640-45.7% | $4,048-37.8% | $6,407-60.7% |
| Admin fee / account holder | $1,279 | $10,129-87.4% | $8,703-85.3% | $12,270-89.6% |