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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 | $8,687 | $138,114-93.7% | $125,391-93.1% | $134,545-93.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.54% | 750.88%-772.4pp | 572.41%-594.0pp | 418.37%-439.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,527 | $7,801-54.8% | $7,448-52.7% | $6,401-44.9% |
| Admin fee / account holder | $326 | $11,570-97.2% | $10,009-96.7% | $11,431-97.2% |