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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 | $26,983 | $131,835-79.5% | $108,582-75.1% | $273,972-90.2% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 0.60% | -91.57%+92.2pp | -51.70%+52.3pp | 41.46%-40.9pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,979 | $5,127-2.9% | $4,311+15.5% | $5,287-5.8% |
| Admin fee / account holder | $20,170 | $10,253+96.7% | $7,645+163.8% | $10,133+99.1% |