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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 | $3,204 | $64,311-95.0% | $57,356-94.4% | $125,389-97.4% |
| Participation rate | 71.4% | 78.6%-7.2pp | 75.1%-3.7pp | 83.2%-11.8pp |
| Annual return | -18.25% | 25.14%-43.4pp | 24.41%-42.7pp | 282.24%-300.5pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,480 | $3,846-35.5% | $3,162-21.6% | $5,352-53.7% |
| Admin fee / account holder | $966 | $5,243-81.6% | $3,357-71.2% | $9,541-89.9% |