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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 | $2,134 | $101,618-97.9% | $93,063-97.7% | $137,256-98.4% |
| Participation rate | 93.8% | 74.9%+18.8pp | 72.1%+21.6pp | 80.0%+13.8pp |
| Annual return | -25.05% | 223.95%-249.0pp | 34.15%-59.2pp | 220.34%-245.4pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,445 | $4,279-42.9% | $3,958-38.2% | $6,407-61.8% |
| Admin fee / account holder | $634 | $6,198-89.8% | $6,033-89.5% | $12,270-94.8% |