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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 | $7,075 | $45,152-84.3% | $73,836-90.4% | $59,633-88.1% |
| Participation rate | 95.5% | 64.0%+31.5pp | 73.4%+22.1pp | 68.7%+26.9pp |
| Annual return | -3.97% | 27.40%-31.4pp | 2268.06%-2272.0pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $55 | $1,901-97.1% | $2,787-98.0% | $2,203-97.5% |
| Participant deferral / active EE | $1,640 | $2,573-36.3% | $3,583-54.2% | $3,192-48.6% |
| Admin fee / account holder | $476 | $3,515-86.5% | $4,882-90.3% | $4,297-88.9% |