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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 | $8,248 | $148,629-94.5% | $135,982-93.9% | $139,487-94.1% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.4pp | 80.3%-1.8pp |
| Annual return | -8.92% | 79.33%-88.2pp | 68.32%-77.2pp | 373.84%-382.8pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,497 | $8,102-7.5% | $7,760-3.4% | $6,713+11.7% |
| Admin fee / account holder | $1,530 | $12,406-87.7% | $10,767-85.8% | $11,407-86.6% |