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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 | $2,563 | $134,001-98.1% | $112,258-97.7% | $134,509-98.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -24.98% | 47.15%-72.1pp | 27.47%-52.5pp | 418.13%-443.1pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,664 | $5,291-68.6% | $4,728-64.8% | $6,400-74.0% |
| Admin fee / account holder | $1,489 | $7,491-80.1% | $6,411-76.8% | $11,427-87.0% |