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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 | $3,262 | $112,131-97.1% | $95,964-96.6% | $158,982-97.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -12.58% | 171.19%-183.8pp | 91.64%-104.2pp | 302.99%-315.6pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,544 | $4,784-25.9% | $4,167-14.9% | $5,983-40.8% |
| Admin fee / account holder | $444 | $10,136-95.6% | $6,797-93.5% | $11,252-96.1% |