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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 | $6,503 | $102,635-93.7% | $86,209-92.5% | $139,456-95.3% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | -6.86% | 1923.53%-1930.4pp | 1169.05%-1175.9pp | 373.45%-380.3pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,108 | $4,677-12.2% | $3,986+3.1% | $6,711-38.8% |
| Admin fee / account holder | $1,200 | $8,661-86.1% | $6,853-82.5% | $11,407-89.5% |