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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 | $6,816 | $73,848-90.8% | $143,799-95.3% | $68,486-90.0% |
| Participation rate | 72.5% | 66.7%+5.8pp | 80.3%-7.8pp | 67.9%+4.6pp |
| Annual return | -20.97% | 0.91%-21.9pp | -0.04%-20.9pp | -7.85%-13.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,939 | $3,385-13.2% | $5,638-47.9% | $4,028-27.0% |
| Admin fee / account holder | $597 | $5,755-89.6% | $14,677-95.9% | $5,404-89.0% |