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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 | $5,975 | $42,909-86.1% | $60,906-90.2% | $68,486-91.3% |
| Participation rate | 81.8% | 66.8%+15.0pp | 73.1%+8.7pp | 67.9%+13.9pp |
| Annual return | -33.49% | -13.99%-19.5pp | 16.94%-50.4pp | -7.85%-25.6pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,164 | $2,866+149.9% | $3,814+87.8% | $4,028+77.9% |
| Admin fee / account holder | $1,494 | $3,104-51.9% | $3,227-53.7% | $5,404-72.4% |