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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 | $6,200 | $92,684-93.3% | $82,706-92.5% | $134,509-95.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -32.10% | 945.84%-977.9pp | 701.76%-733.9pp | 418.13%-450.2pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,030 | $4,800-16.0% | $4,394-8.3% | $6,400-37.0% |
| Admin fee / account holder | $301 | $5,982-95.0% | $5,329-94.3% | $11,427-97.4% |