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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 | $8,297 | $133,981-93.8% | $112,249-92.6% | $134,532-93.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -21.54% | 47.16%-68.7pp | 27.48%-49.0pp | 418.27%-439.8pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,269 | $5,292-57.1% | $4,729-52.0% | $6,401-64.6% |
| Admin fee / account holder | $802 | $7,492-89.3% | $6,412-87.5% | $11,429-93.0% |