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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 | $1,794 | $54,355-96.7% | $82,744-97.8% | $68,486-97.4% |
| Participation rate | 95.4% | 63.9%+31.5pp | 72.6%+22.8pp | 67.9%+27.5pp |
| Annual return | -23.70% | -13.67%-10.0pp | 702.22%-725.9pp | -7.85%-15.8pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,742 | $3,246-15.5% | $4,395-37.6% | $4,028-31.9% |
| Admin fee / account holder | $864 | $4,397-80.3% | $5,325-83.8% | $5,404-84.0% |