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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 | $11,837 | $93,346-87.3% | $71,796-83.5% | $273,972-95.7% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | -41.66% | 130.39%-172.1pp | 78.04%-119.7pp | 41.46%-83.1pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,620 | $3,475+61.7% | $2,794+101.1% | $5,287+6.3% |
| Admin fee / account holder | $4,399 | $6,571-33.1% | $4,815-8.6% | $10,133-56.6% |