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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 | $5,671 | $110,248-94.9% | $95,728-94.1% | $139,456-95.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -40.81% | 27.16%-68.0pp | 28.40%-69.2pp | 373.45%-414.3pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,533 | $4,675-24.4% | $4,245-16.8% | $6,711-47.4% |
| Admin fee / account holder | $2,086 | $6,607-68.4% | $5,673-63.2% | $11,407-81.7% |