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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 | $4,651 | $127,387-96.3% | $115,038-96.0% | $125,389-96.3% |
| Participation rate | 91.7% | 84.2%+7.5pp | 81.4%+10.3pp | 83.2%+8.5pp |
| Annual return | -25.58% | 31.28%-56.9pp | 26.14%-51.7pp | 282.24%-307.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,899 | $6,423-23.7% | $6,026-18.7% | $5,352-8.5% |
| Admin fee / account holder | $1,464 | $9,516-84.6% | $8,175-82.1% | $9,541-84.7% |