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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 | $9,412 | $138,075-93.2% | $123,552-92.4% | $135,379-93.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -15.36% | 153.70%-169.1pp | 119.20%-134.6pp | 519.79%-535.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,493 | $6,800+10.2% | $6,426+16.6% | $5,609+33.6% |
| Admin fee / account holder | $534 | $10,917-95.1% | $9,285-94.3% | $10,828-95.1% |