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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 | $1,904 | $54,357-96.5% | $82,706-97.7% | $68,495-97.2% |
| Participation rate | 85.2% | 63.9%+21.3pp | 72.6%+12.6pp | 67.9%+17.3pp |
| Annual return | -27.28% | -13.67%-13.6pp | 701.76%-729.0pp | -7.84%-19.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,525 | $3,246-22.2% | $4,394-42.5% | $4,028-37.3% |
| Admin fee / account holder | $922 | $4,396-79.0% | $5,329-82.7% | $5,403-82.9% |