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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 | $10,801 | $59,107-81.7% | $86,439-87.5% | $68,495-84.2% |
| Participation rate | 87.9% | 75.2%+12.6pp | 80.3%+7.5pp | 67.9%+20.0pp |
| Annual return | -26.37% | -0.23%-26.1pp | 4395.55%-4421.9pp | -7.84%-18.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,013 | $5,901+137.5% | $6,952+101.6% | $4,028+247.9% |
| Admin fee / account holder | $2,116 | $5,637-62.5% | $6,732-68.6% | $5,403-60.8% |