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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 | $9,369 | $190,862-95.1% | $159,991-94.1% | $134,509-93.0% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -25.69% | 552.59%-578.3pp | 408.82%-434.5pp | 418.13%-443.8pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,509 | $6,924+8.4% | $6,183+21.4% | $6,400+17.3% |
| Admin fee / account holder | $1,171 | $10,495-88.8% | $8,715-86.6% | $11,427-89.8% |