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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 | $17,999 | $209,422-91.4% | $178,503-89.9% | $158,982-88.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -84.20% | 188.81%-273.0pp | 151.12%-235.3pp | 302.99%-387.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,991 | $5,955-33.0% | $5,202-23.3% | $5,983-33.3% |
| Admin fee / account holder | $812 | $17,079-95.2% | $13,987-94.2% | $11,252-92.8% |