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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 | $3,866 | $95,406-95.9% | $185,849-97.9% | $85,847-95.5% |
| Participation rate | 73.9% | 68.8%+5.1pp | 81.7%-7.8pp | 69.3%+4.6pp |
| Annual return | -25.95% | 23.59%-49.5pp | 122.10%-148.0pp | 318.61%-344.6pp |
| Employer contribution / active EE | $326 | $3,314-90.2% | $5,169-93.7% | $2,565-87.3% |
| Participant deferral / active EE | $1,616 | $3,424-52.8% | $5,569-71.0% | $3,952-59.1% |
| Admin fee / account holder | $1,226 | $7,214-83.0% | $16,244-92.5% | $6,261-80.4% |