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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 | $2,654 | $129,959-98.0% | $104,301-97.5% | $134,532-98.0% |
| Participation rate | 80.0% | 79.5%+0.5pp | 73.3%+6.7pp | 81.2%-1.2pp |
| Annual return | -27.43% | 42.04%-69.5pp | 24.61%-52.0pp | 418.27%-445.7pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,495 | $5,589-73.3% | $4,626-67.7% | $6,401-76.6% |
| Admin fee / account holder | $1,441 | $9,325-84.6% | $7,340-80.4% | $11,429-87.4% |