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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 | $10,031 | $90,486-88.9% | $78,676-87.3% | $273,972-96.3% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | -1.03% | 75.62%-76.7pp | 62.19%-63.2pp | 41.46%-42.5pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,824 | $3,901+177.4% | $3,517+207.8% | $5,287+104.7% |
| Admin fee / account holder | $8,144 | $5,263+54.7% | $4,510+80.6% | $10,133-19.6% |