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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 | $3,555 | $102,638-96.5% | $81,991-95.7% | $158,966-97.8% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.3%+5.7pp | 82.0%-7.0pp |
| Annual return | -16.93% | 61.05%-78.0pp | 41.31%-58.2pp | 302.95%-319.9pp |
| Employer contribution / active EE | $366 | $3,241-88.7% | $2,498-85.3% | $4,762-92.3% |
| Participant deferral / active EE | $1,499 | $4,649-67.8% | $3,722-59.7% | $5,983-74.9% |
| Admin fee / account holder | $4,187 | $8,237-49.2% | $5,665-26.1% | $11,250-62.8% |