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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 | $8,357 | $95,917-91.3% | $79,583-89.5% | $134,545-93.8% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -26.14% | -2.70%-23.4pp | 0.16%-26.3pp | 418.37%-444.5pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,844 | $4,694+45.8% | $3,986+71.7% | $6,401+6.9% |
| Admin fee / account holder | $1,061 | $9,132-88.4% | $6,835-84.5% | $11,431-90.7% |