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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 | $2,818 | $77,416-96.4% | $69,464-95.9% | $152,897-98.2% |
| Participation rate | 76.5% | 78.1%-1.6pp | 74.6%+1.9pp | 82.5%-6.0pp |
| Annual return | -4.83% | 39.08%-43.9pp | 28.98%-33.8pp | 345.43%-350.3pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,368 | $4,413-69.0% | $3,536-61.3% | $5,851-76.6% |
| Admin fee / account holder | $598 | $6,208-90.4% | $3,840-84.4% | $11,599-94.8% |