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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 | $96,731-99.8% | $123,973-99.9% | $86,983-99.8% |
| Participation rate | 84.4% | 70.0%+14.4pp | 76.7%+7.8pp | 69.5%+14.9pp |
| Annual return | -133.10% | 17.33%-150.4pp | 388.13%-521.2pp | 25.83%-158.9pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,636 | $4,152-12.4% | $5,247-30.7% | $4,194-13.3% |
| Admin fee / account holder | $2,033 | $8,722-76.7% | $11,799-82.8% | $7,856-74.1% |