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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 | $5,136 | $54,370-90.6% | $82,763-93.8% | $68,490-92.5% |
| Participation rate | 92.9% | 63.9%+28.9pp | 72.6%+20.3pp | 67.9%+25.0pp |
| Annual return | -22.82% | -13.67%-9.1pp | 702.45%-725.3pp | -7.85%-15.0pp |
| Employer contribution / active EE | $98 | $2,219-95.6% | $3,008-96.8% | $2,597-96.2% |
| Participant deferral / active EE | $3,395 | $3,247+4.5% | $4,395-22.8% | $4,028-15.7% |
| Admin fee / account holder | $1,567 | $4,398-64.4% | $5,325-70.6% | $5,403-71.0% |