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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 | $6,795 | $59,111-88.5% | $86,451-92.1% | $68,490-90.1% |
| Participation rate | 81.0% | 75.2%+5.7pp | 80.3%+0.6pp | 67.9%+13.1pp |
| Annual return | -56.50% | -0.22%-56.3pp | 4398.51%-4455.0pp | -7.85%-48.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,038 | $5,900+19.3% | $6,953+1.2% | $4,028+74.7% |
| Admin fee / account holder | $408 | $5,640-92.8% | $6,734-93.9% | $5,403-92.5% |