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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 | $5,750 | $55,889-89.7% | $76,119-92.4% | $80,935-92.9% |
| Participation rate | 82.4% | 62.1%+20.3pp | 69.1%+13.3pp | 67.7%+14.7pp |
| Annual return | -4.99% | 20.58%-25.6pp | 361.25%-366.2pp | 35.66%-40.7pp |
| Employer contribution / active EE | $21 | $1,866-98.9% | $2,693-99.2% | $2,757-99.2% |
| Participant deferral / active EE | $3,264 | $3,051+7.0% | $4,259-23.4% | $4,299-24.1% |
| Admin fee / account holder | $1,127 | $5,241-78.5% | $6,421-82.5% | $6,924-83.7% |