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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 | $18,716 | $138,075-86.4% | $123,552-84.9% | $135,379-86.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -37.29% | 153.70%-191.0pp | 119.20%-156.5pp | 519.79%-557.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,615 | $6,800+70.8% | $6,426+80.7% | $5,609+107.1% |
| Admin fee / account holder | $2,558 | $10,917-76.6% | $9,285-72.4% | $10,828-76.4% |