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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 | $6,368 | $53,162-88.0% | $91,225-93.0% | $68,495-90.7% |
| Participation rate | 87.1% | 63.2%+23.9pp | 73.2%+13.9pp | 67.9%+19.2pp |
| Annual return | -23.08% | -3.14%-19.9pp | 114.10%-137.2pp | -7.84%-15.2pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,380 | $2,974+215.4% | $4,234+121.5% | $4,028+132.9% |
| Admin fee / account holder | $1,235 | $4,493-72.5% | $5,422-77.2% | $5,403-77.1% |