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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 | $10,310 | $135,645-92.4% | $110,243-90.6% | $135,380-92.4% |
| Participation rate | 94.4% | 83.5%+11.0pp | 79.8%+14.6pp | 82.6%+11.8pp |
| Annual return | -10.04% | 513.24%-523.3pp | 314.76%-324.8pp | 519.81%-529.8pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,597 | $5,507-16.5% | $4,672-1.6% | $5,609-18.0% |
| Admin fee / account holder | $1,098 | $11,458-90.4% | $8,548-87.2% | $10,828-89.9% |