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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 | $18,120 | $82,674-78.1% | $125,363-85.5% | $68,495-73.5% |
| Participation rate | 72.7% | 75.0%-2.3pp | 82.4%-9.6pp | 67.9%+4.8pp |
| Annual return | -22.85% | -5.97%-16.9pp | 572.15%-595.0pp | -7.84%-15.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,235 | $6,111+100.2% | $7,447+64.3% | $4,028+203.8% |
| Admin fee / account holder | $2,735 | $6,276-56.4% | $10,005-72.7% | $5,403-49.4% |