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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 | $4,583 | $167,522-97.3% | $151,639-97.0% | $134,532-96.6% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -30.33% | 7.81%-38.1pp | 3.34%-33.7pp | 418.27%-448.6pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,711 | $8,986-47.6% | $8,363-43.7% | $6,401-26.4% |
| Admin fee / account holder | $1,323 | $13,780-90.4% | $11,613-88.6% | $11,429-88.4% |