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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 | $6,558 | $105,861-93.8% | $90,756-92.8% | $134,509-95.1% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.7%+14.3pp | 81.2%+8.8pp |
| Annual return | -39.50% | -10.99%-28.5pp | -12.16%-27.3pp | 418.13%-457.6pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,397 | $5,217+3.4% | $4,565+18.2% | $6,400-15.7% |
| Admin fee / account holder | $798 | $13,938-94.3% | $8,445-90.6% | $11,427-93.0% |