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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 | $8,845 | $46,360-80.9% | $147,618-94.0% | $52,331-83.1% |
| Participation rate | 91.2% | 64.9%+26.3pp | 84.6%+6.6pp | 68.1%+23.1pp |
| Annual return | -3.57% | 1.62%-5.2pp | 61.98%-65.6pp | 4.54%-8.1pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,565-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,700 | $2,258+19.6% | $4,895-44.8% | $3,022-10.6% |
| Admin fee / account holder | $949 | $766+23.9% | $11,612-91.8% | $592+60.3% |