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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 | $3,579 | $133,998-97.3% | $112,263-96.8% | $134,545-97.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -59.96% | 47.17%-107.1pp | 27.49%-87.4pp | 418.37%-478.3pp |
| Employer contribution / active EE | $415 | $4,040-89.7% | $3,636-88.6% | $4,742-91.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $371 | $7,493-95.0% | $6,410-94.2% | $11,431-96.8% |