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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 | $3,311 | $117,433-97.2% | $99,475-96.7% | $152,897-97.8% |
| Participation rate | 87.5% | 77.5%+10.0pp | 73.8%+13.7pp | 82.5%+5.0pp |
| Annual return | -3.41% | 31.87%-35.3pp | 30.72%-34.1pp | 345.43%-348.8pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,143 | $4,086-72.0% | $3,619-68.4% | $5,851-80.5% |
| Admin fee / account holder | $487 | $7,634-93.6% | $6,252-92.2% | $11,599-95.8% |