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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 | $9,042 | $102,385-91.2% | $147,080-93.9% | $80,935-88.8% |
| Participation rate | 80.6% | 75.9%+4.8pp | 82.2%-1.5pp | 67.7%+13.0pp |
| Annual return | 5.28% | 135.09%-129.8pp | 420.17%-414.9pp | 35.66%-30.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,959 | $6,651-25.4% | $8,066-38.5% | $4,299+15.3% |
| Admin fee / account holder | $4,025 | $7,951-49.4% | $12,989-69.0% | $6,924-41.9% |