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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 | $8,215 | $133,981-93.9% | $112,249-92.7% | $134,532-93.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -30.60% | 47.16%-77.8pp | 27.48%-58.1pp | 418.27%-448.9pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,018 | $5,292-43.0% | $4,729-36.2% | $6,401-52.8% |
| Admin fee / account holder | $2,462 | $7,492-67.1% | $6,412-61.6% | $11,429-78.5% |