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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 | $10,830 | $138,075-92.2% | $123,552-91.2% | $135,379-92.0% |
| Participation rate | 77.3% | 84.7%-7.5pp | 82.3%-5.0pp | 82.6%-5.4pp |
| Annual return | -10.50% | 153.70%-164.2pp | 119.20%-129.7pp | 519.79%-530.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,691 | $6,800-45.7% | $6,426-42.6% | $5,609-34.2% |
| Admin fee / account holder | $308 | $10,917-97.2% | $9,285-96.7% | $10,828-97.2% |