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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 | $6,854 | $181,062-96.2% | $158,223-95.7% | $155,188-95.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | -4.19% | 57.39%-61.6pp | 52.09%-56.3pp | 148.84%-153.0pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,439 | $6,134+37.6% | $5,467+54.4% | $6,531+29.2% |
| Admin fee / account holder | $1,115 | $18,825-94.1% | $16,047-93.0% | $14,480-92.3% |