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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 | $2,518 | $201,370-98.7% | $184,256-98.6% | $145,897-98.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -25.80% | 29.05%-54.8pp | 28.85%-54.6pp | 552.29%-578.1pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,525 | $9,808-43.7% | $9,133-39.5% | $6,689-17.4% |
| Admin fee / account holder | $38,813 | $16,364+137.2% | $13,899+179.2% | $13,390+189.9% |