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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 | $8,104 | $176,120-95.4% | $159,487-94.9% | $167,553-95.2% |
| Participation rate | 92.3% | 85.0%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | -1.10% | 331.95%-333.0pp | 263.71%-264.8pp | 478.89%-480.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,275 | $7,752-44.8% | $7,354-41.9% | $6,343-32.6% |
| Admin fee / account holder | $423 | $12,561-96.6% | $10,804-96.1% | $12,316-96.6% |