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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 | $14,543 | $82,674-82.4% | $125,381-88.4% | $68,486-78.8% |
| Participation rate | 89.3% | 75.1%+14.2pp | 82.4%+6.9pp | 67.9%+21.4pp |
| Annual return | -23.12% | -5.97%-17.1pp | 572.31%-595.4pp | -7.85%-15.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,741 | $6,111+59.4% | $7,448+30.8% | $4,028+141.8% |
| Admin fee / account holder | $1,313 | $6,277-79.1% | $10,007-86.9% | $5,404-75.7% |