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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 | $169 | $88,672-99.8% | $105,223-99.8% | $82,448-99.8% |
| Participation rate | 84.4% | 67.9%+16.5pp | 75.0%+9.4pp | 68.1%+16.3pp |
| Annual return | -133.10% | 30.86%-164.0pp | 180.65%-313.7pp | 41.64%-174.7pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,636 | $4,036-9.9% | $5,072-28.3% | $4,139-12.2% |
| Admin fee / account holder | $2,033 | $7,146-71.6% | $8,859-77.1% | $7,234-71.9% |