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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 | $14,808 | $48,274-69.3% | $63,517-76.7% | $59,632-75.2% |
| Participation rate | 87.9% | 66.3%+21.6pp | 71.0%+16.8pp | 68.7%+19.2pp |
| Annual return | -3.41% | -240.79%+237.4pp | -70.30%+66.9pp | 2041.32%-2044.7pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,813 | $2,343+20.1% | $2,953-4.8% | $3,192-11.9% |
| Admin fee / account holder | $575 | $3,600-84.0% | $5,892-90.2% | $4,297-86.6% |