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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 | $3,321 | $154,228-97.8% | $145,433-97.7% | $137,256-97.6% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | -5752.04% | 74.59%-5826.6pp | 66.58%-5818.6pp | 220.34%-5972.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,890 | $8,216-40.5% | $7,897-38.1% | $6,407-23.7% |
| Admin fee / account holder | $2,371 | $14,344-83.5% | $13,129-81.9% | $12,270-80.7% |