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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 | $6,434 | $138,102-95.3% | $125,381-94.9% | $134,532-95.2% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -27.73% | 750.73%-778.5pp | 572.31%-600.0pp | 418.27%-446.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,277 | $7,801-6.7% | $7,448-2.3% | $6,401+13.7% |
| Admin fee / account holder | $312 | $11,568-97.3% | $10,007-96.9% | $11,429-97.3% |