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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 | $3,705 | $99,345-96.3% | $84,753-95.6% | $273,972-98.6% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | -63.25% | 22.93%-86.2pp | 22.78%-86.0pp | 41.46%-104.7pp |
| Employer contribution / active EE | $135 | $4,214-96.8% | $3,574-96.2% | $4,869-97.2% |
| Participant deferral / active EE | $3,102 | $4,270-27.4% | $3,712-16.4% | $5,287-41.3% |
| Admin fee / account holder | $860 | $6,645-87.1% | $5,333-83.9% | $10,133-91.5% |