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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 | $2,573 | $162,529-98.4% | $130,788-98.0% | $154,746-98.3% |
| Participation rate | 81.8% | 75.9%+6.0pp | 70.1%+11.7pp | 80.7%+1.1pp |
| Annual return | -2.95% | 510.48%-513.4pp | 386.44%-389.4pp | 172.34%-175.3pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,214 | $4,808-33.2% | $4,137-22.3% | $6,730-52.2% |
| Admin fee / account holder | $468 | $7,669-93.9% | $6,673-93.0% | $14,365-96.7% |