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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 | $4,756 | $180,466-97.4% | $154,114-96.9% | $135,382-96.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -47.66% | 888.15%-935.8pp | 735.16%-782.8pp | 519.77%-567.4pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,990 | $5,806-31.3% | $5,081-21.5% | $5,609-28.9% |
| Admin fee / account holder | $1,172 | $16,144-92.7% | $13,411-91.3% | $10,829-89.2% |