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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 | $9,472 | $121,701-92.2% | $104,639-90.9% | $158,982-94.0% |
| Participation rate | 76.2% | 77.5%-1.3pp | 74.1%+2.1pp | 82.0%-5.8pp |
| Annual return | -29.98% | 465.72%-495.7pp | 340.67%-370.6pp | 302.99%-333.0pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,902 | $4,176-30.5% | $3,738-22.4% | $5,983-51.5% |
| Admin fee / account holder | $3,032 | $7,778-61.0% | $6,465-53.1% | $11,252-73.1% |