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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 | $4,280 | $90,486-95.3% | $78,676-94.6% | $273,972-98.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -8.69% | 75.62%-84.3pp | 62.19%-70.9pp | 41.46%-50.1pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $899 | $3,901-76.9% | $3,517-74.4% | $5,287-83.0% |
| Admin fee / account holder | $529 | $5,263-89.9% | $4,510-88.3% | $10,133-94.8% |