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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 | $3,105 | $93,098-96.7% | $77,081-96.0% | $134,509-97.7% |
| Participation rate | 90.0% | 74.5%+15.5pp | 67.9%+22.1pp | 81.2%+8.8pp |
| Annual return | -28.37% | 62.63%-91.0pp | 42.33%-70.7pp | 418.13%-446.5pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,915 | $5,239-44.4% | $4,428-34.2% | $6,400-54.4% |
| Admin fee / account holder | $537 | $6,945-92.3% | $5,427-90.1% | $11,427-95.3% |