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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 | $8,576 | $82,674-89.6% | $125,381-93.2% | $68,486-87.5% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -21.81% | -5.97%-15.8pp | 572.31%-594.1pp | -7.85%-14.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,533 | $6,111-42.2% | $7,448-52.6% | $4,028-12.3% |
| Admin fee / account holder | $345 | $6,277-94.5% | $10,007-96.5% | $5,404-93.6% |