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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 | $11,564 | $167,353-93.1% | $143,797-92.0% | $134,545-91.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -47.56% | 0.48%-48.0pp | -0.04%-47.5pp | 418.37%-465.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,490 | $6,447+16.2% | $5,638+32.8% | $6,401+17.0% |
| Admin fee / account holder | $1,767 | $18,096-90.2% | $14,679-88.0% | $11,431-84.5% |