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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 | $10,109 | $138,102-92.7% | $125,381-91.9% | $134,532-92.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -42.00% | 750.73%-792.7pp | 572.31%-614.3pp | 418.27%-460.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,240 | $7,801-58.5% | $7,448-56.5% | $6,401-49.4% |
| Admin fee / account holder | $5,184 | $11,568-55.2% | $10,007-48.2% | $11,429-54.6% |