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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 | $6,051 | $86,050-93.0% | $189,758-96.8% | $94,015-93.6% |
| Participation rate | 91.5% | 68.9%+22.6pp | 79.8%+11.7pp | 70.8%+20.7pp |
| Annual return | -64.67% | 17.77%-82.4pp | 52.62%-117.3pp | 17.84%-82.5pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,477 | $3,349+3.8% | $5,856-40.6% | $4,249-18.2% |
| Admin fee / account holder | $1,363 | $6,627-79.4% | $20,388-93.3% | $8,951-84.8% |