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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 | $7,332 | $160,028-95.4% | $147,080-95.0% | $145,884-95.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | -15.83% | 98.60%-114.4pp | 420.17%-436.0pp | 551.85%-567.7pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,227 | $8,422-61.7% | $8,066-60.0% | $6,690-51.8% |
| Admin fee / account holder | $1,366 | $15,030-90.9% | $12,989-89.5% | $13,392-89.8% |