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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 | $4,236 | $59,813-92.9% | $79,580-94.7% | $68,486-93.8% |
| Participation rate | 87.8% | 61.1%+26.7pp | 69.5%+18.3pp | 67.9%+19.9pp |
| Annual return | -36.97% | -12.30%-24.7pp | 0.15%-37.1pp | -7.85%-29.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,541 | $3,024+83.2% | $3,985+39.0% | $4,028+37.6% |
| Admin fee / account holder | $530 | $4,835-89.0% | $6,835-92.2% | $5,404-90.2% |