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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 | $1,337 | $105,867-98.7% | $90,760-98.5% | $134,532-99.0% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -50.68% | -10.99%-39.7pp | -12.16%-38.5pp | 418.27%-468.9pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,884 | $5,217-44.7% | $4,565-36.8% | $6,401-54.9% |
| Admin fee / account holder | $2,729 | $13,936-80.4% | $8,444-67.7% | $11,429-76.1% |