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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 | $9,314 | $56,197-83.4% | $67,652-86.2% | $59,633-84.4% |
| Participation rate | 76.9% | 71.5%+5.5pp | 75.7%+1.3pp | 68.7%+8.3pp |
| Annual return | -6.51% | 18508.10%-18514.6pp | 6625.40%-6631.9pp | 2041.45%-2048.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,344 | $2,844-52.7% | $3,560-62.3% | $3,192-57.9% |
| Admin fee / account holder | $626 | $3,958-84.2% | $4,821-87.0% | $4,297-85.4% |