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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 | $6,019 | $175,646-96.6% | $129,118-95.3% | $134,532-95.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -23.58% | -11.39%-12.2pp | -10.94%-12.6pp | 418.27%-441.8pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,051-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,891 | $7,970-1.0% | $6,539+20.7% | $6,401+23.3% |
| Admin fee / account holder | $1,074 | $23,578-95.4% | $14,305-92.5% | $11,429-90.6% |