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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 | $4,929 | $134,001-96.3% | $112,258-95.6% | $134,509-96.3% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -22.85% | 47.15%-70.0pp | 27.47%-50.3pp | 418.13%-441.0pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,722 | $5,291-48.6% | $4,728-42.4% | $6,400-57.5% |
| Admin fee / account holder | $773 | $7,491-89.7% | $6,411-87.9% | $11,427-93.2% |