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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 | $12,440 | $138,068-91.0% | $125,358-90.1% | $134,493-90.8% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -22.69% | 750.30%-773.0pp | 572.03%-594.7pp | 418.01%-440.7pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,568 | $7,799-15.8% | $7,447-11.8% | $6,400+2.6% |
| Admin fee / account holder | $478 | $11,568-95.9% | $10,007-95.2% | $11,425-95.8% |