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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 | $3,595 | $110,303-96.7% | $95,759-96.2% | $139,487-97.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -23.27% | 27.19%-50.5pp | 28.42%-51.7pp | 373.84%-397.1pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,076 | $4,674-55.6% | $4,244-51.1% | $6,713-69.1% |
| Admin fee / account holder | $959 | $6,615-85.5% | $5,678-83.1% | $11,407-91.6% |