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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 | $4,157 | $95,895-95.7% | $79,576-94.8% | $134,509-96.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -21.47% | -2.72%-18.8pp | 0.15%-21.6pp | 418.13%-439.6pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,412 | $4,693-48.6% | $3,985-39.5% | $6,400-62.3% |
| Admin fee / account holder | $1,405 | $9,129-84.6% | $6,834-79.4% | $11,427-87.7% |