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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 | $7,357 | $99,079-92.6% | $78,002-90.6% | $273,972-97.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -3.75% | 217.93%-221.7pp | 425.99%-429.7pp | 41.46%-45.2pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,044 | $4,306-29.3% | $3,497-12.9% | $5,287-42.4% |
| Admin fee / account holder | $6,422 | $8,954-28.3% | $5,481+17.2% | $10,133-36.6% |