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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 | $6,614 | $82,674-92.0% | $125,381-94.7% | $68,486-90.3% |
| Participation rate | 74.5% | 75.1%-0.6pp | 82.4%-7.9pp | 67.9%+6.6pp |
| Annual return | -23.28% | -5.97%-17.3pp | 572.31%-595.6pp | -7.85%-15.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,840 | $6,111-20.8% | $7,448-35.0% | $4,028+20.2% |
| Admin fee / account holder | $664 | $6,277-89.4% | $10,007-93.4% | $5,404-87.7% |