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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 | $14,213 | $138,075-89.7% | $123,552-88.5% | $135,379-89.5% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -12.36% | 153.70%-166.1pp | 119.20%-131.6pp | 519.79%-532.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,141 | $6,800+19.7% | $6,426+26.7% | $5,609+45.1% |
| Admin fee / account holder | $763 | $10,917-93.0% | $9,285-91.8% | $10,828-93.0% |