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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 | $10,268 | $176,077-94.2% | $159,455-93.6% | $167,518-93.9% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | -147.41% | 331.83%-479.2pp | 263.63%-411.0pp | 478.71%-626.1pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $9,773 | $7,751+26.1% | $7,353+32.9% | $6,342+54.1% |
| Admin fee / account holder | $1,096 | $12,556-91.3% | $10,800-89.9% | $12,312-91.1% |