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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 | $10,543 | $154,228-93.2% | $145,433-92.8% | $137,256-92.3% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | -29.73% | 74.59%-104.3pp | 66.58%-96.3pp | 220.34%-250.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,987 | $8,216-39.3% | $7,897-36.9% | $6,407-22.2% |
| Admin fee / account holder | $2,455 | $14,344-82.9% | $13,129-81.3% | $12,270-80.0% |