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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 | $6,683 | $167,352-96.0% | $143,788-95.4% | $134,509-95.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -41.01% | 0.47%-41.5pp | -0.03%-41.0pp | 418.13%-459.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,311 | $6,447-33.1% | $5,638-23.5% | $6,400-32.6% |
| Admin fee / account holder | $976 | $18,091-94.6% | $14,675-93.4% | $11,427-91.5% |