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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 | $8,771 | $133,981-93.5% | $112,249-92.2% | $134,532-93.5% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -21.88% | 47.16%-69.0pp | 27.48%-49.4pp | 418.27%-440.1pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,000 | $5,292-43.3% | $4,729-36.6% | $6,401-53.1% |
| Admin fee / account holder | $2,993 | $7,492-60.1% | $6,412-53.3% | $11,429-73.8% |