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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 | $6,579 | $100,805-93.5% | $86,698-92.4% | $134,532-95.1% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -22.03% | 29.09%-51.1pp | 35.95%-58.0pp | 418.27%-440.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,142 | $5,339+15.0% | $4,656+31.9% | $6,401-4.0% |
| Admin fee / account holder | $906 | $10,925-91.7% | $7,493-87.9% | $11,429-92.1% |