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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 | $13,470 | $82,674-83.7% | $125,381-89.3% | $68,486-80.3% |
| Participation rate | 91.7% | 75.1%+16.6pp | 82.4%+9.3pp | 67.9%+23.8pp |
| Annual return | -21.01% | -5.97%-15.0pp | 572.31%-593.3pp | -7.85%-13.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,403 | $6,111+53.9% | $7,448+26.3% | $4,028+133.5% |
| Admin fee / account holder | $1,246 | $6,277-80.1% | $10,007-87.5% | $5,404-76.9% |