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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 | $20,854 | $135,645-84.6% | $110,243-81.1% | $135,380-84.6% |
| Participation rate | 95.0% | 83.5%+11.5pp | 79.8%+15.2pp | 82.6%+12.4pp |
| Annual return | -9.23% | 513.24%-522.5pp | 314.76%-324.0pp | 519.81%-529.0pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,087 | $5,507-25.8% | $4,672-12.5% | $5,609-27.1% |
| Admin fee / account holder | $1,849 | $11,458-83.9% | $8,548-78.4% | $10,828-82.9% |