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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 | $8,169 | $82,674-90.1% | $125,381-93.5% | $68,486-88.1% |
| Participation rate | 93.9% | 75.1%+18.9pp | 82.4%+11.6pp | 67.9%+26.0pp |
| Annual return | -22.87% | -5.97%-16.9pp | 572.31%-595.2pp | -7.85%-15.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,105 | $6,111+49.0% | $7,448+22.2% | $4,028+126.1% |
| Admin fee / account holder | $303 | $6,277-95.2% | $10,007-97.0% | $5,404-94.4% |