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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 | $17,111 | $135,645-87.4% | $110,243-84.5% | $135,380-87.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.32% | 513.24%-524.6pp | 314.76%-326.1pp | 519.81%-531.1pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,172 | $5,507-6.1% | $4,672+10.7% | $5,609-7.8% |
| Admin fee / account holder | $1,205 | $11,458-89.5% | $8,548-85.9% | $10,828-88.9% |