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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 | $11,627 | $124,351-90.7% | $109,188-89.4% | $167,553-93.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -116.56% | 26.04%-142.6pp | 25.76%-142.3pp | 478.89%-595.4pp |
| Employer contribution / active EE | $755 | $4,210-82.1% | $3,723-79.7% | $4,840-84.4% |
| Participant deferral / active EE | $11,037 | $5,257+110.0% | $4,654+137.1% | $6,343+74.0% |
| Admin fee / account holder | $900 | $7,975-88.7% | $6,755-86.7% | $12,316-92.7% |