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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 | $2,991 | $82,674-96.4% | $125,381-97.6% | $68,486-95.6% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | -19.69% | -5.97%-13.7pp | 572.31%-592.0pp | -7.85%-11.8pp |
| Employer contribution / active EE | $72 | $3,382-97.9% | $4,815-98.5% | $2,597-97.2% |
| Participant deferral / active EE | $2,735 | $6,111-55.2% | $7,448-63.3% | $4,028-32.1% |
| Admin fee / account holder | $976 | $6,277-84.5% | $10,007-90.2% | $5,404-81.9% |