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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 | $15,087 | $59,116-74.5% | $86,438-82.5% | $68,486-78.0% |
| Participation rate | 86.0% | 75.2%+10.7pp | 80.3%+5.6pp | 67.9%+18.1pp |
| Annual return | -19.85% | -0.23%-19.6pp | 4397.19%-4417.0pp | -7.85%-12.0pp |
| Employer contribution / active EE | -$11 | $2,519-100.4% | $3,769-100.3% | $2,597-100.4% |
| Participant deferral / active EE | $7,276 | $5,902+23.3% | $6,952+4.7% | $4,028+80.7% |
| Admin fee / account holder | $560 | $5,639-90.1% | $6,733-91.7% | $5,404-89.6% |