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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 | $78,690-92.3% | $161,489-96.3% | $87,485-93.1% |
| Participation rate | 91.5% | 67.5%+24.0pp | 78.7%+12.8pp | 68.9%+22.6pp |
| Annual return | -64.67% | 32.74%-97.4pp | 89.72%-154.4pp | 26.06%-90.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,477 | $3,311+5.0% | $5,630-38.2% | $4,274-18.6% |
| Admin fee / account holder | $1,363 | $6,724-79.7% | $16,006-91.5% | $7,775-82.5% |