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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 | $7,410 | $167,362-95.6% | $143,799-94.8% | $134,532-94.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.75% | 0.47%-23.2pp | -0.04%-22.7pp | 418.27%-441.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,674 | $6,447+34.5% | $5,638+53.8% | $6,401+35.5% |
| Admin fee / account holder | $1,605 | $18,094-91.1% | $14,677-89.1% | $11,429-86.0% |