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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 | $11,680 | $138,102-91.5% | $125,381-90.7% | $134,532-91.3% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -23.15% | 750.73%-773.9pp | 572.31%-595.5pp | 418.27%-441.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,752 | $7,801-26.3% | $7,448-22.8% | $6,401-10.1% |
| Admin fee / account holder | $1,106 | $11,568-90.4% | $10,007-89.0% | $11,429-90.3% |