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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 | $9,821 | $99,668-90.1% | $86,451-88.6% | $134,545-92.7% |
| Participation rate | 73.9% | 82.1%-8.2pp | 80.3%-6.4pp | 81.2%-7.3pp |
| Annual return | -22.98% | 6789.61%-6812.6pp | 4398.51%-4421.5pp | 418.37%-441.4pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,414 | $7,249-11.5% | $6,953-7.7% | $6,401+0.2% |
| Admin fee / account holder | $1,092 | $8,377-87.0% | $6,734-83.8% | $11,431-90.4% |