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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 | $9,201 | $53,546-82.8% | $69,884-86.8% | $68,486-86.6% |
| Participation rate | 71.4% | 64.5%+6.9pp | 70.5%+1.0pp | 67.9%+3.5pp |
| Annual return | -20.24% | -13.87%-6.4pp | 190.81%-211.1pp | -7.85%-12.4pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,060 | $2,957+37.3% | $3,848+5.5% | $4,028+0.8% |
| Admin fee / account holder | $379 | $4,693-91.9% | $6,266-94.0% | $5,404-93.0% |