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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 | $147,727-95.5% | $115,756-94.2% | $134,532-95.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -23.81% | 73.96%-97.8pp | 143.14%-167.0pp | 418.27%-442.1pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,554 | $7,563+26.3% | $6,254+52.8% | $6,401+49.3% |
| Admin fee / account holder | $1,506 | $14,571-89.7% | $8,124-81.5% | $11,429-86.8% |