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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 | $15,214 | $209,422-92.7% | $178,503-91.5% | $158,982-90.4% |
| Participation rate | 95.7% | 86.4%+9.3pp | 81.9%+13.7pp | 82.0%+13.7pp |
| Annual return | -2.65% | 188.81%-191.5pp | 151.12%-153.8pp | 302.99%-305.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,238 | $5,955-62.4% | $5,202-57.0% | $5,983-62.6% |
| Admin fee / account holder | $4,788 | $17,079-72.0% | $13,987-65.8% | $11,252-57.4% |