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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 | $3,531 | $110,337-96.8% | $102,383-96.6% | $145,877-97.6% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | -8.90% | 24.83%-33.7pp | 24.94%-33.8pp | 551.28%-560.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,979 | $5,621-64.8% | $5,060-60.9% | $6,691-70.4% |
| Admin fee / account holder | $542 | $9,750-94.4% | $8,391-93.5% | $13,402-96.0% |