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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 | $9,094 | $73,848-87.7% | $143,799-93.7% | $68,486-86.7% |
| Participation rate | 88.0% | 66.7%+21.3pp | 80.3%+7.7pp | 67.9%+20.1pp |
| Annual return | -23.35% | 0.91%-24.3pp | -0.04%-23.3pp | -7.85%-15.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,660 | $3,385+185.4% | $5,638+71.3% | $4,028+139.8% |
| Admin fee / account holder | $1,850 | $5,755-67.9% | $14,677-87.4% | $5,404-65.8% |