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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 | $6,131 | $167,352-96.3% | $143,788-95.7% | $134,509-95.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -44.80% | 0.47%-45.3pp | -0.03%-44.8pp | 418.13%-462.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,510 | $6,447-30.0% | $5,638-20.0% | $6,400-29.5% |
| Admin fee / account holder | $1,524 | $18,091-91.6% | $14,675-89.6% | $11,427-86.7% |