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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 | $5,959 | $196,972-97.0% | $182,262-96.7% | $198,609-97.0% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | -56.29% | 158.27%-214.6pp | 140.60%-196.9pp | 202.70%-259.0pp |
| Employer contribution / active EE | $1,380 | $5,364-74.3% | $5,046-72.7% | $5,055-72.7% |
| Participant deferral / active EE | $6,454 | $8,643-25.3% | $8,276-22.0% | $6,977-7.5% |
| Admin fee / account holder | $3,671 | $18,429-80.1% | $16,712-78.0% | $19,030-80.7% |