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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 | $162,136-93.5% | $152,301-93.1% | $154,746-93.2% |
| Participation rate | 76.9% | 84.1%-7.2pp | 82.4%-5.5pp | 80.7%-3.8pp |
| Annual return | -29.73% | 91.02%-120.7pp | 80.50%-110.2pp | 172.34%-202.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,987 | $8,341-40.2% | $8,004-37.7% | $6,730-25.9% |
| Admin fee / account holder | $2,455 | $15,759-84.4% | $14,398-82.9% | $14,365-82.9% |