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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 | $14,317 | $82,674-82.7% | $125,363-88.6% | $68,495-79.1% |
| Participation rate | 93.1% | 75.0%+18.1pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -19.60% | -5.97%-13.6pp | 572.15%-591.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,759 | $6,111+27.0% | $7,447+4.2% | $4,028+92.6% |
| Admin fee / account holder | $1,108 | $6,276-82.3% | $10,005-88.9% | $5,403-79.5% |