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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 | $17,776 | $127,386-86.0% | $115,037-84.5% | $125,388-85.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -53.82% | 31.28%-85.1pp | 26.14%-80.0pp | 282.24%-336.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $16,930 | $6,423+163.6% | $6,026+180.9% | $5,352+216.3% |
| Admin fee / account holder | $750 | $9,516-92.1% | $8,175-90.8% | $9,541-92.1% |