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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 | $10,599 | $138,102-92.3% | $125,381-91.5% | $134,532-92.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -24.07% | 750.73%-774.8pp | 572.31%-596.4pp | 418.27%-442.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,044 | $7,801-22.5% | $7,448-18.9% | $6,401-5.6% |
| Admin fee / account holder | $1,701 | $11,568-85.3% | $10,007-83.0% | $11,429-85.1% |