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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 | $5,449 | $124,346-95.6% | $111,306-95.1% | $167,553-96.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | -2.84% | 37.46%-40.3pp | 54.67%-57.5pp | 478.89%-481.7pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,989 | $5,182-23.0% | $4,488-11.1% | $6,343-37.1% |
| Admin fee / account holder | $442 | $10,623-95.8% | $7,966-94.4% | $12,316-96.4% |