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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 | $9,238 | $138,075-93.3% | $123,552-92.5% | $135,379-93.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -20.39% | 153.70%-174.1pp | 119.20%-139.6pp | 519.79%-540.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,716 | $6,800-1.2% | $6,426+4.5% | $5,609+19.7% |
| Admin fee / account holder | $382 | $10,917-96.5% | $9,285-95.9% | $10,828-96.5% |