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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 | $9,396 | $183,592-94.9% | $155,574-94.0% | $145,877-93.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | -9.26% | 61.37%-70.6pp | 64.87%-74.1pp | 551.28%-560.5pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,900 | $6,466-8.7% | $5,629+4.8% | $6,691-11.8% |
| Admin fee / account holder | $2,366 | $19,316-87.8% | $15,914-85.1% | $13,402-82.3% |