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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 | $7,560 | $123,155-93.9% | $108,753-93.0% | $155,188-95.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | -11.99% | 44.73%-56.7pp | 37.47%-49.5pp | 148.84%-160.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,743 | $4,623-19.0% | $4,115-9.0% | $6,531-42.7% |
| Admin fee / account holder | $2,337 | $12,126-80.7% | $10,320-77.4% | $14,480-83.9% |