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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 | $6,392 | $118,919-94.6% | $88,538-92.8% | $152,897-95.8% |
| Participation rate | 75.0% | 73.4%+1.6pp | 68.7%+6.3pp | 82.5%-7.5pp |
| Annual return | -11.67% | 47.92%-59.6pp | 43.64%-55.3pp | 345.43%-357.1pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,044 | $3,549-14.2% | $2,914+4.4% | $5,851-48.0% |
| Admin fee / account holder | $785 | $5,876-86.6% | $4,310-81.8% | $11,599-93.2% |