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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 | $7,364 | $95,188-92.3% | $76,518-90.4% | $135,380-94.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -15.27% | 4.85%-20.1pp | -0.27%-15.0pp | 519.81%-535.1pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,355 | $4,640+15.4% | $3,836+39.6% | $5,609-4.5% |
| Admin fee / account holder | $1,837 | $6,249-70.6% | $4,849-62.1% | $10,828-83.0% |