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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 | $4,584 | $138,078-96.7% | $125,363-96.3% | $134,509-96.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.20% | 750.49%-776.7pp | 572.15%-598.3pp | 418.13%-444.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,248 | $7,800-45.5% | $7,447-43.0% | $6,400-33.6% |
| Admin fee / account holder | $508 | $11,566-95.6% | $10,005-94.9% | $11,427-95.6% |