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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 | $3,181 | $90,448-96.5% | $93,786-96.6% | $134,545-97.6% |
| Participation rate | 77.8% | 82.0%-4.2pp | 81.0%-3.2pp | 81.2%-3.5pp |
| Annual return | -39.19% | -15.71%-23.5pp | -11.32%-27.9pp | 418.37%-457.6pp |
| Employer contribution / active EE | $317 | $4,349-92.7% | $4,328-92.7% | $4,742-93.3% |
| Participant deferral / active EE | $3,609 | $5,983-39.7% | $6,100-40.8% | $6,401-43.6% |
| Admin fee / account holder | $945 | $9,232-89.8% | $7,184-86.8% | $11,431-91.7% |