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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 | $12,820 | $209,428-93.9% | $178,498-92.8% | $158,950-91.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -8.37% | 188.78%-197.2pp | 151.09%-159.5pp | 302.91%-311.3pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,869 | $5,955-51.8% | $5,202-44.9% | $5,983-52.0% |
| Admin fee / account holder | $13,242 | $17,077-22.5% | $13,985-5.3% | $11,248+17.7% |