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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 | $5,719 | $72,404-92.1% | $110,243-94.8% | $64,173-91.1% |
| Participation rate | 76.5% | 73.3%+3.1pp | 79.8%-3.4pp | 69.6%+6.9pp |
| Annual return | -17.00% | -6.29%-10.7pp | 314.76%-331.8pp | 7.63%-24.6pp |
| Employer contribution / active EE | $83 | $2,282-96.4% | $3,827-97.8% | $2,381-96.5% |
| Participant deferral / active EE | $2,529 | $3,469-27.1% | $4,672-45.9% | $3,470-27.1% |
| Admin fee / account holder | $349 | $5,664-93.8% | $8,548-95.9% | $4,887-92.9% |