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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 | $2,211 | $133,981-98.3% | $112,249-98.0% | $134,532-98.4% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -154.90% | 47.16%-202.1pp | 27.48%-182.4pp | 418.27%-573.2pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,048 | $5,292-42.4% | $4,729-35.6% | $6,401-52.4% |
| Admin fee / account holder | $976 | $7,492-87.0% | $6,412-84.8% | $11,429-91.5% |