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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 | $3,295 | $93,345-96.5% | $119,126-97.2% | $87,485-96.2% |
| Participation rate | 96.6% | 68.7%+27.8pp | 75.8%+20.8pp | 68.9%+27.6pp |
| Annual return | -34.35% | 19.08%-53.4pp | 282.11%-316.5pp | 26.06%-60.4pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,469 | $4,099-15.4% | $5,318-34.8% | $4,274-18.8% |
| Admin fee / account holder | $1,513 | $8,039-81.2% | $10,693-85.9% | $7,775-80.5% |