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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 | $2,030 | $112,729-98.2% | $98,716-97.9% | $137,256-98.5% |
| Participation rate | 81.0% | 74.2%+6.7pp | 69.3%+11.7pp | 80.0%+1.0pp |
| Annual return | -54.99% | 38.48%-93.5pp | 31.81%-86.8pp | 220.34%-275.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,230 | $4,640-73.5% | $4,048-69.6% | $6,407-80.8% |
| Admin fee / account holder | $2,001 | $10,129-80.2% | $8,703-77.0% | $12,270-83.7% |