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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 | $12,655 | $138,114-90.8% | $125,391-89.9% | $134,545-90.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.85% | 750.88%-772.7pp | 572.41%-594.3pp | 418.37%-440.2pp |
| Employer contribution / active EE | $877 | $5,246-83.3% | $4,816-81.8% | $4,742-81.5% |
| Participant deferral / active EE | $3,602 | $7,801-53.8% | $7,448-51.6% | $6,401-43.7% |
| Admin fee / account holder | $1,456 | $11,570-87.4% | $10,009-85.5% | $11,431-87.3% |