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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 | $6,935 | $138,078-95.0% | $125,363-94.5% | $134,509-94.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -39.20% | 750.49%-789.7pp | 572.15%-611.3pp | 418.13%-457.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,055 | $7,800-9.6% | $7,447-5.3% | $6,400+10.2% |
| Admin fee / account holder | $1,836 | $11,566-84.1% | $10,005-81.6% | $11,427-83.9% |