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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 | $3,458 | $110,212-96.9% | $96,534-96.4% | $139,466-97.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | -33.44% | 26.42%-59.9pp | 25.88%-59.3pp | 373.66%-407.1pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,007 | $5,547-63.8% | $4,851-58.6% | $6,712-70.1% |
| Admin fee / account holder | $1,120 | $11,599-90.3% | $8,253-86.4% | $11,409-90.2% |