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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 | $2,621 | $110,303-97.6% | $95,759-97.3% | $139,487-98.1% |
| Participation rate | 83.3% | 75.7%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | -26.47% | 27.19%-53.7pp | 28.42%-54.9pp | 373.84%-400.3pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,352 | $4,674+14.5% | $4,244+26.1% | $6,713-20.3% |
| Admin fee / account holder | $6,498 | $6,615-1.8% | $5,678+14.4% | $11,407-43.0% |