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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 | $12,282 | $47,977-74.4% | $154,108-92.0% | $56,289-78.2% |
| Participation rate | 95.7% | 66.2%+29.5pp | 83.0%+12.6pp | 69.9%+25.8pp |
| Annual return | -8.26% | 3.54%-11.8pp | 735.21%-743.5pp | -9.96%+1.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,425 | $2,392+1.4% | $5,081-52.3% | $3,350-27.6% |
| Admin fee / account holder | $931 | $438+112.4% | $13,411-93.1% | $521+78.6% |