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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 | $7,222 | $82,678-91.3% | $125,391-94.2% | $68,490-89.5% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -21.77% | -5.97%-15.8pp | 572.41%-594.2pp | -7.85%-13.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,068 | $6,111-0.7% | $7,448-18.5% | $4,028+50.6% |
| Admin fee / account holder | $2,619 | $6,277-58.3% | $10,009-73.8% | $5,403-51.5% |