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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 | $11,798 | $138,072-91.5% | $123,549-90.5% | $135,382-91.3% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | -19.69% | 153.69%-173.4pp | 119.20%-138.9pp | 519.77%-539.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,856 | $6,799+30.3% | $6,426+37.8% | $5,609+57.9% |
| Admin fee / account holder | $1,043 | $10,917-90.4% | $9,284-88.8% | $10,829-90.4% |