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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 | $6,463 | $138,114-95.3% | $125,391-94.8% | $134,545-95.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -51.40% | 750.88%-802.3pp | 572.41%-623.8pp | 418.37%-469.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,529 | $7,801+35.0% | $7,448+41.4% | $6,401+64.5% |
| Admin fee / account holder | $1,489 | $11,570-87.1% | $10,009-85.1% | $11,431-87.0% |