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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 | $3,496 | $100,792-96.5% | $86,691-96.0% | $134,509-97.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.57% | 29.08%-50.6pp | 35.94%-57.5pp | 418.13%-439.7pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,360 | $5,339+19.1% | $4,656+36.6% | $6,400-0.6% |
| Admin fee / account holder | $322 | $10,924-97.1% | $7,492-95.7% | $11,427-97.2% |