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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 | $6,353 | $138,102-95.4% | $125,381-94.9% | $134,532-95.3% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -30.95% | 750.73%-781.7pp | 572.31%-603.3pp | 418.27%-449.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,053 | $7,801-48.0% | $7,448-45.6% | $6,401-36.7% |
| Admin fee / account holder | $696 | $11,568-94.0% | $10,007-93.0% | $11,429-93.9% |