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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 | $10,836 | $75,959-85.7% | $154,114-93.0% | $64,181-83.1% |
| Participation rate | 96.2% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.6pp |
| Annual return | -10.70% | 30.32%-41.0pp | 735.16%-745.9pp | 7.63%-18.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,898 | $3,175-40.2% | $5,081-62.6% | $3,470-45.3% |
| Admin fee / account holder | $1,108 | $5,589-80.2% | $13,411-91.7% | $4,887-77.3% |