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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 | $12,118 | $72,404-83.3% | $110,243-89.0% | $64,173-81.1% |
| Participation rate | 75.8% | 73.3%+2.4pp | 79.8%-4.1pp | 69.6%+6.2pp |
| Annual return | -10.88% | -6.29%-4.6pp | 314.76%-325.6pp | 7.63%-18.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,815 | $3,469-47.7% | $4,672-61.2% | $3,470-47.7% |
| Admin fee / account holder | $477 | $5,664-91.6% | $8,548-94.4% | $4,887-90.2% |