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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 | $14,995 | $82,674-81.9% | $125,363-88.0% | $68,495-78.1% |
| Participation rate | 84.0% | 75.0%+9.0pp | 82.4%+1.6pp | 67.9%+16.1pp |
| Annual return | -23.73% | -5.97%-17.8pp | 572.15%-595.9pp | -7.84%-15.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,152 | $6,111+17.0% | $7,447-4.0% | $4,028+77.6% |
| Admin fee / account holder | $2,393 | $6,276-61.9% | $10,005-76.1% | $5,403-55.7% |