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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 | $9,010 | $90,509-90.0% | $78,693-88.6% | $273,968-96.7% |
| Participation rate | 86.4% | 76.5%+9.8pp | 73.6%+12.8pp | 83.0%+3.3pp |
| Annual return | -0.42% | 75.61%-76.0pp | 62.18%-62.6pp | 41.45%-41.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $957 | $3,901-75.5% | $3,517-72.8% | $5,287-81.9% |
| Admin fee / account holder | $25,341 | $5,264+381.4% | $4,511+461.8% | $10,132+150.1% |