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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 | $4,084 | $138,102-97.0% | $125,381-96.7% | $134,532-97.0% |
| Participation rate | 79.2% | 84.5%-5.3pp | 82.4%-3.2pp | 81.2%-2.1pp |
| Annual return | -32.23% | 750.73%-783.0pp | 572.31%-604.5pp | 418.27%-450.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,263 | $7,801-58.2% | $7,448-56.2% | $6,401-49.0% |
| Admin fee / account holder | $661 | $11,568-94.3% | $10,007-93.4% | $11,429-94.2% |