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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 | $6,160 | $69,012-91.1% | $160,009-96.2% | $68,486-91.0% |
| Participation rate | 85.9% | 65.4%+20.5pp | 78.0%+7.9pp | 67.9%+18.0pp |
| Annual return | -23.45% | -9.65%-13.8pp | 408.85%-432.3pp | -7.85%-15.6pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,578 | $4,212-15.0% | $6,183-42.1% | $4,028-11.2% |
| Admin fee / account holder | $575 | $4,798-88.0% | $8,715-93.4% | $5,404-89.4% |