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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 | $7,049 | $138,078-94.9% | $125,363-94.4% | $134,509-94.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -21.41% | 750.49%-771.9pp | 572.15%-593.6pp | 418.13%-439.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,534 | $7,800+9.4% | $7,447+14.6% | $6,400+33.3% |
| Admin fee / account holder | $4,886 | $11,566-57.8% | $10,005-51.2% | $11,427-57.2% |