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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 | $7,344 | $129,959-94.3% | $104,301-93.0% | $134,532-94.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -34.07% | 42.04%-76.1pp | 24.61%-58.7pp | 418.27%-452.3pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,746 | $5,589+56.5% | $4,626+89.1% | $6,401+36.6% |
| Admin fee / account holder | $2,503 | $9,325-73.2% | $7,340-65.9% | $11,429-78.1% |