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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 | $10,246 | $91,911-88.9% | $68,612-85.1% | $135,379-92.4% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -77.56% | -8.22%-69.3pp | -4.63%-72.9pp | 519.79%-597.3pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,405 | $4,315+94.8% | $3,311+153.9% | $5,609+49.9% |
| Admin fee / account holder | $6,185 | $9,240-33.1% | $5,131+20.5% | $10,828-42.9% |