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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 | $110,410-96.8% | $102,437-96.6% | $145,897-97.6% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | -8.90% | 24.85%-33.7pp | 24.95%-33.8pp | 552.29%-561.2pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,979 | $5,622-64.8% | $5,060-60.9% | $6,689-70.4% |
| Admin fee / account holder | $542 | $9,745-94.4% | $8,388-93.5% | $13,390-96.0% |