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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 | $125,778-98.3% | $114,563-98.1% | $154,746-98.6% |
| Participation rate | 93.8% | 75.2%+18.6pp | 72.9%+20.8pp | 80.7%+13.0pp |
| Annual return | -25.05% | 295.14%-320.2pp | 241.09%-266.1pp | 172.34%-197.4pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,445 | $4,445-45.0% | $4,142-41.0% | $6,730-63.7% |
| Admin fee / account holder | $634 | $8,190-92.3% | $7,623-91.7% | $14,365-95.6% |