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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 | $4,250 | $59,111-92.8% | $86,451-95.1% | $68,490-93.8% |
| Participation rate | 74.1% | 75.2%-1.2pp | 80.3%-6.3pp | 67.9%+6.2pp |
| Annual return | -26.55% | -0.22%-26.3pp | 4398.51%-4425.1pp | -7.85%-18.7pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,994 | $5,900-32.3% | $6,953-42.6% | $4,028-0.8% |
| Admin fee / account holder | $434 | $5,640-92.3% | $6,734-93.6% | $5,403-92.0% |