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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 | $7,360 | $138,114-94.7% | $125,391-94.1% | $134,545-94.5% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -23.48% | 750.88%-774.4pp | 572.41%-595.9pp | 418.37%-441.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,738 | $7,801-13.6% | $7,448-9.5% | $6,401+5.3% |
| Admin fee / account holder | $793 | $11,570-93.1% | $10,009-92.1% | $11,431-93.1% |