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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 | $1,787 | $122,962-98.5% | $71,585-97.5% | $138,895-98.7% |
| Participation rate | 90.9% | 68.9%+22.0pp | 68.2%+22.7pp | 79.9%+11.0pp |
| Annual return | -26.24% | 37.84%-64.1pp | 59.26%-85.5pp | 145.39%-171.6pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $1,669-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $671 | $4,311-84.4% | $2,923-77.1% | $6,396-89.5% |
| Admin fee / account holder | $721 | $6,488-88.9% | $4,712-84.7% | $12,562-94.3% |