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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 | $6,330 | $68,996-90.8% | $159,991-96.0% | $68,495-90.8% |
| Participation rate | 77.8% | 65.4%+12.4pp | 78.0%-0.2pp | 67.9%+9.9pp |
| Annual return | -22.92% | -9.65%-13.3pp | 408.82%-431.7pp | -7.84%-15.1pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,099 | $4,211-26.4% | $6,183-49.9% | $4,028-23.1% |
| Admin fee / account holder | $464 | $4,797-90.3% | $8,715-94.7% | $5,403-91.4% |