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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 | $6,604 | $48,364-86.3% | $71,796-90.8% | $62,881-89.5% |
| Participation rate | 94.1% | 60.6%+33.5pp | 69.1%+25.0pp | 69.3%+24.8pp |
| Annual return | -62.64% | 13.16%-75.8pp | 78.04%-140.7pp | 20.14%-82.8pp |
| Employer contribution / active EE | $29 | $1,042-97.2% | $1,924-98.5% | $2,281-98.7% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,613 | $3,771+48.8% | $4,815+16.6% | $4,296+30.7% |