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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 | $5,026 | $228,395-97.8% | $185,861-97.3% | $158,982-96.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -30.10% | 40.82%-70.9pp | 35.96%-66.1pp | 302.99%-333.1pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,447 | $6,417+0.5% | $5,634+14.4% | $5,983+7.7% |
| Admin fee / account holder | $1,861 | $11,869-84.3% | $9,503-80.4% | $11,252-83.5% |