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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 | $3,916 | $94,529-95.9% | $140,019-97.2% | $64,173-93.9% |
| Participation rate | 73.3% | 84.1%-10.8pp | 87.5%-14.2pp | 69.6%+3.8pp |
| Annual return | -10.56% | 7.77%-18.3pp | 651.17%-661.7pp | 7.63%-18.2pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,733 | $5,250-47.9% | $6,927-60.5% | $3,470-21.2% |
| Admin fee / account holder | $2,481 | $6,741-63.2% | $10,705-76.8% | $4,887-49.2% |