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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 | $9,394 | $157,296-94.0% | $141,191-93.3% | $152,897-93.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -62.16% | 64.34%-126.5pp | 71.41%-133.6pp | 345.43%-407.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,354 | $7,111+3.4% | $6,710+9.6% | $5,851+25.7% |
| Admin fee / account holder | $4,850 | $12,125-60.0% | $10,264-52.8% | $11,599-58.2% |