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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 | $14,981 | $209,336-92.8% | $197,124-92.4% | $137,256-89.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -21.04% | 48.09%-69.1pp | 44.34%-65.4pp | 220.34%-241.4pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,192 | $9,614-14.8% | $9,135-10.3% | $6,407+27.9% |
| Admin fee / account holder | $3,958 | $17,308-77.1% | $16,298-75.7% | $12,270-67.7% |