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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 | $11,888 | $142,392-91.7% | $119,622-90.1% | $134,532-91.2% |
| Participation rate | 82.4% | 82.8%-0.5pp | 79.3%+3.1pp | 81.2%+1.1pp |
| Annual return | -20.67% | -12.46%-8.2pp | -14.98%-5.7pp | 418.27%-438.9pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,383 | $6,467-16.8% | $5,601-3.9% | $6,401-15.9% |
| Admin fee / account holder | $3,005 | $13,593-77.9% | $10,328-70.9% | $11,429-73.7% |