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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 | $5,906 | $59,813-90.1% | $79,580-92.6% | $68,486-91.4% |
| Participation rate | 91.1% | 61.1%+30.0pp | 69.5%+21.6pp | 67.9%+23.2pp |
| Annual return | -22.96% | -12.30%-10.7pp | 0.15%-23.1pp | -7.85%-15.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,736 | $3,024-9.5% | $3,985-31.4% | $4,028-32.1% |
| Admin fee / account holder | $625 | $4,835-87.1% | $6,835-90.8% | $5,404-88.4% |