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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 | $8,537 | $82,674-89.7% | $125,381-93.2% | $68,486-87.5% |
| Participation rate | 88.5% | 75.1%+13.4pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -22.60% | -5.97%-16.6pp | 572.31%-594.9pp | -7.85%-14.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,797 | $6,111-5.1% | $7,448-22.2% | $4,028+43.9% |
| Admin fee / account holder | $437 | $6,277-93.0% | $10,007-95.6% | $5,404-91.9% |