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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 | $28,147 | $180,459-84.4% | $154,108-81.7% | $135,380-79.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.12% | 888.21%-898.3pp | 735.21%-745.3pp | 519.81%-529.9pp |
| Employer contribution / active EE | $493 | $6,035-91.8% | $5,298-90.7% | $4,779-89.7% |
| Participant deferral / active EE | $4,888 | $5,806-15.8% | $5,081-3.8% | $5,609-12.9% |
| Admin fee / account holder | $1,211 | $16,145-92.5% | $13,411-91.0% | $10,828-88.8% |