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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 | $6,745 | $129,959-94.8% | $104,301-93.5% | $134,532-95.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -52.65% | 42.04%-94.7pp | 24.61%-77.3pp | 418.27%-470.9pp |
| Employer contribution / active EE | $458 | $4,185-89.1% | $3,373-86.4% | $4,741-90.3% |
| Participant deferral / active EE | $3,848 | $5,589-31.2% | $4,626-16.8% | $6,401-39.9% |
| Admin fee / account holder | $1,738 | $9,325-81.4% | $7,340-76.3% | $11,429-84.8% |