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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 | $10,413 | $82,674-87.4% | $125,381-91.7% | $68,486-84.8% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -20.75% | -5.97%-14.8pp | 572.31%-593.1pp | -7.85%-12.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,431 | $6,111+5.2% | $7,448-13.7% | $4,028+59.7% |
| Admin fee / account holder | $1,520 | $6,277-75.8% | $10,007-84.8% | $5,404-71.9% |