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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 | $17,419 | $131,835-86.8% | $108,582-84.0% | $273,972-93.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -14.60% | -91.57%+77.0pp | -51.70%+37.1pp | 41.46%-56.1pp |
| Employer contribution / active EE | $503 | $4,913-89.8% | $3,758-86.6% | $4,869-89.7% |
| Participant deferral / active EE | $1,781 | $5,127-65.3% | $4,311-58.7% | $5,287-66.3% |
| Admin fee / account holder | $3,089 | $10,253-69.9% | $7,645-59.6% | $10,133-69.5% |