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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 | $4,695 | $180,462-97.4% | $154,111-97.0% | $135,379-96.5% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -27.77% | 888.17%-915.9pp | 735.18%-763.0pp | 519.79%-547.6pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,890 | $5,806-50.2% | $5,081-43.1% | $5,609-48.5% |
| Admin fee / account holder | $1,481 | $16,145-90.8% | $13,411-89.0% | $10,828-86.3% |