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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 | $8,586 | $105,158-91.8% | $94,672-90.9% | $139,487-93.8% |
| Participation rate | 70.0% | 82.4%-12.4pp | 80.8%-10.8pp | 80.3%-10.3pp |
| Annual return | -7.04% | 38.11%-45.1pp | 156.89%-163.9pp | 373.84%-380.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,164 | $7,599-45.2% | $7,417-43.9% | $6,713-38.0% |
| Admin fee / account holder | $581 | $8,972-93.5% | $7,222-92.0% | $11,407-94.9% |