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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 | $5,782 | $129,959-95.6% | $104,301-94.5% | $134,532-95.7% |
| Participation rate | 95.2% | 79.5%+15.7pp | 73.3%+22.0pp | 81.2%+14.0pp |
| Annual return | -22.55% | 42.04%-64.6pp | 24.61%-47.2pp | 418.27%-440.8pp |
| Employer contribution / active EE | $209 | $4,185-95.0% | $3,373-93.8% | $4,741-95.6% |
| Participant deferral / active EE | $2,052 | $5,589-63.3% | $4,626-55.6% | $6,401-67.9% |
| Admin fee / account holder | $377 | $9,325-96.0% | $7,340-94.9% | $11,429-96.7% |