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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 | $11,988 | $228,395-94.8% | $185,861-93.6% | $158,982-92.5% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | -11.98% | 40.82%-52.8pp | 35.96%-47.9pp | 302.99%-315.0pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,259 | $6,417-33.6% | $5,634-24.4% | $5,983-28.8% |
| Admin fee / account holder | $2,061 | $11,869-82.6% | $9,503-78.3% | $11,252-81.7% |