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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 | $5,967 | $152,619-96.1% | $125,195-95.2% | $152,909-96.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -34.20% | 54.85%-89.0pp | 43.79%-78.0pp | 345.46%-379.7pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,456 | $5,869-7.0% | $4,937+10.5% | $5,851-6.8% |
| Admin fee / account holder | $757 | $13,437-94.4% | $9,704-92.2% | $11,601-93.5% |