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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 | $14,028 | $160,028-91.2% | $147,080-90.5% | $145,884-90.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | -6.68% | 98.60%-105.3pp | 420.17%-426.8pp | 551.85%-558.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,432 | $8,422-47.4% | $8,066-45.1% | $6,690-33.7% |
| Admin fee / account holder | $2,334 | $15,030-84.5% | $12,989-82.0% | $13,392-82.6% |