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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 | $4,610 | $110,093-95.8% | $97,295-95.3% | $145,897-96.8% |
| Participation rate | 92.9% | 75.9%+16.9pp | 72.7%+20.2pp | 80.3%+12.6pp |
| Annual return | -11.84% | 244.76%-256.6pp | 75.62%-87.5pp | 552.29%-564.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,568 | $4,678-45.1% | $4,264-39.8% | $6,689-61.6% |
| Admin fee / account holder | $940 | $6,212-84.9% | $5,646-83.4% | $13,390-93.0% |