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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 | $76,407-92.1% | $150,298-96.0% | $82,448-92.7% |
| Participation rate | 91.5% | 66.4%+25.1pp | 77.8%+13.7pp | 68.1%+23.4pp |
| Annual return | -64.67% | 39.99%-104.7pp | 62.79%-127.5pp | 41.64%-106.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,477 | $3,214+8.2% | $5,453-36.2% | $4,139-16.0% |
| Admin fee / account holder | $1,363 | $6,352-78.5% | $14,116-90.3% | $7,234-81.2% |