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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 | $4,542 | $180,466-97.5% | $154,114-97.1% | $135,382-96.6% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -12.36% | 888.15%-900.5pp | 735.16%-747.5pp | 519.77%-532.1pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,178 | $5,806-45.3% | $5,081-37.4% | $5,609-43.3% |
| Admin fee / account holder | $331 | $16,144-97.9% | $13,411-97.5% | $10,829-96.9% |