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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 | $4,029 | $54,355-92.6% | $82,744-95.1% | $68,486-94.1% |
| Participation rate | 70.7% | 63.9%+6.8pp | 72.6%-1.8pp | 67.9%+2.8pp |
| Annual return | -24.02% | -13.67%-10.4pp | 702.22%-726.2pp | -7.85%-16.2pp |
| Employer contribution / active EE | $200 | $2,219-91.0% | $3,008-93.4% | $2,597-92.3% |
| Participant deferral / active EE | $1,214 | $3,246-62.6% | $4,395-72.4% | $4,028-69.9% |
| Admin fee / account holder | $544 | $4,397-87.6% | $5,325-89.8% | $5,404-89.9% |