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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 | $3,554 | $42,910-91.7% | $60,919-94.2% | $68,490-94.8% |
| Participation rate | 88.5% | 66.8%+21.7pp | 73.1%+15.4pp | 67.9%+20.6pp |
| Annual return | -32.62% | -13.99%-18.6pp | 16.96%-49.6pp | -7.85%-24.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,036 | $2,866+40.8% | $3,814+5.8% | $4,028+0.2% |
| Admin fee / account holder | $496 | $3,104-84.0% | $3,228-84.6% | $5,403-90.8% |