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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 | $10,854 | $100,805-89.2% | $86,698-87.5% | $134,532-91.9% |
| Participation rate | 95.5% | 79.0%+16.5pp | 76.6%+18.9pp | 81.2%+14.2pp |
| Annual return | -22.91% | 29.09%-52.0pp | 35.95%-58.9pp | 418.27%-441.2pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,714 | $5,339+63.2% | $4,656+87.2% | $6,401+36.1% |
| Admin fee / account holder | $935 | $10,925-91.4% | $7,493-87.5% | $11,429-91.8% |