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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 | $9,550 | $142,361-93.3% | $119,608-92.0% | $134,509-92.9% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.3%-6.5pp | 81.2%-8.5pp |
| Annual return | -22.83% | -12.46%-10.4pp | -14.98%-7.8pp | 418.13%-441.0pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,307 | $6,468+28.4% | $5,601+48.3% | $6,400+29.8% |
| Admin fee / account holder | $3,300 | $13,588-75.7% | $10,326-68.0% | $11,427-71.1% |