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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 | $19,135 | $138,076-86.1% | $123,553-84.5% | $135,380-85.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.39% | 153.70%-168.1pp | 119.21%-133.6pp | 519.81%-534.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,839 | $6,800+74.1% | $6,426+84.2% | $5,609+111.1% |
| Admin fee / account holder | $1,461 | $10,917-86.6% | $9,284-84.3% | $10,828-86.5% |