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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 | $5,449 | $138,078-96.1% | $125,363-95.7% | $134,509-95.9% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -34.20% | 750.49%-784.7pp | 572.15%-606.3pp | 418.13%-452.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,680 | $7,800-27.2% | $7,447-23.7% | $6,400-11.3% |
| Admin fee / account holder | $3,689 | $11,566-68.1% | $10,005-63.1% | $11,427-67.7% |