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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 | $8,906 | $95,917-90.7% | $79,583-88.8% | $134,545-93.4% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -47.37% | -2.70%-44.7pp | 0.16%-47.5pp | 418.37%-465.7pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,112 | $4,694+8.9% | $3,986+28.3% | $6,401-20.1% |
| Admin fee / account holder | $1,801 | $9,132-80.3% | $6,835-73.7% | $11,431-84.2% |