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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 | $5,396 | $92,684-94.2% | $82,706-93.5% | $134,509-96.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -39.94% | 945.84%-985.8pp | 701.76%-741.7pp | 418.13%-458.1pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,275 | $4,800+93.2% | $4,394+111.1% | $6,400+44.9% |
| Admin fee / account holder | $3,026 | $5,982-49.4% | $5,329-43.2% | $11,427-73.5% |