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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 | $6,178 | $100,811-93.9% | $86,698-92.9% | $134,545-95.4% |
| Participation rate | 84.6% | 79.0%+5.7pp | 76.6%+8.0pp | 81.2%+3.4pp |
| Annual return | -22.94% | 29.11%-52.1pp | 35.96%-58.9pp | 418.37%-441.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,701 | $5,339+44.2% | $4,656+65.4% | $6,401+20.3% |
| Admin fee / account holder | $1,491 | $10,926-86.4% | $7,492-80.1% | $11,431-87.0% |