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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 | $2,268 | $134,001-98.3% | $112,258-98.0% | $134,509-98.3% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -27.01% | 47.15%-74.2pp | 27.47%-54.5pp | 418.13%-445.1pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,427 | $5,291-35.2% | $4,728-27.5% | $6,400-46.5% |
| Admin fee / account holder | $448 | $7,491-94.0% | $6,411-93.0% | $11,427-96.1% |