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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 | $4,702 | $82,674-94.3% | $125,381-96.2% | $68,486-93.1% |
| Participation rate | 93.1% | 75.1%+18.1pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -23.32% | -5.97%-17.3pp | 572.31%-595.6pp | -7.85%-15.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,960 | $6,111-51.6% | $7,448-60.3% | $4,028-26.5% |
| Admin fee / account holder | $340 | $6,277-94.6% | $10,007-96.6% | $5,404-93.7% |