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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 | $11,891 | $138,078-91.4% | $125,363-90.5% | $134,509-91.2% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -22.17% | 750.49%-772.7pp | 572.15%-594.3pp | 418.13%-440.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,057 | $7,800-60.8% | $7,447-59.0% | $6,400-52.2% |
| Admin fee / account holder | $967 | $11,566-91.6% | $10,005-90.3% | $11,427-91.5% |