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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 | $6,071 | $112,131-94.6% | $95,964-93.7% | $158,982-96.2% |
| Participation rate | 73.3% | 79.0%-5.7pp | 77.1%-3.8pp | 82.0%-8.6pp |
| Annual return | -2.12% | 171.19%-173.3pp | 91.64%-93.8pp | 302.99%-305.1pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,277 | $4,784-52.4% | $4,167-45.3% | $5,983-61.9% |
| Admin fee / account holder | $2,577 | $10,136-74.6% | $6,797-62.1% | $11,252-77.1% |