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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 | $16,841 | $62,672-73.1% | $185,117-90.9% | $70,126-76.0% |
| Participation rate | 79.6% | 63.8%+15.9pp | 77.3%+2.4pp | 69.5%+10.1pp |
| Annual return | -67.33% | 40.79%-108.1pp | 40.50%-107.8pp | 73.15%-140.5pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,967 | $3,272-39.9% | $5,045-61.0% | $3,332-41.0% |
| Admin fee / account holder | $1,289 | $3,932-67.2% | $8,159-84.2% | $4,645-72.3% |