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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 | $3,543 | $78,690-95.5% | $161,489-97.8% | $87,485-96.0% |
| Participation rate | 80.8% | 67.5%+13.3pp | 78.7%+2.1pp | 68.9%+11.8pp |
| Annual return | -4.04% | 32.74%-36.8pp | 89.72%-93.8pp | 26.06%-30.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,285 | $3,311-61.2% | $5,630-77.2% | $4,274-69.9% |
| Admin fee / account holder | $853 | $6,724-87.3% | $16,006-94.7% | $7,775-89.0% |