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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 | $948 | $92,684-99.0% | $82,706-98.9% | $134,509-99.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -29.71% | 945.84%-975.5pp | 701.76%-731.5pp | 418.13%-447.8pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,633 | $4,800-66.0% | $4,394-62.8% | $6,400-74.5% |
| Admin fee / account holder | $417 | $5,982-93.0% | $5,329-92.2% | $11,427-96.3% |