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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 | $1,813 | $138,076-98.7% | $123,553-98.5% | $135,380-98.7% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -14.19% | 153.70%-167.9pp | 119.21%-133.4pp | 519.81%-534.0pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,817 | $6,800-14.5% | $6,426-9.5% | $5,609+3.7% |
| Admin fee / account holder | $400 | $10,917-96.3% | $9,284-95.7% | $10,828-96.3% |