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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 | $16,273 | $160,059-89.8% | $140,019-88.4% | $135,380-88.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.46% | 911.48%-922.9pp | 651.17%-662.6pp | 519.81%-531.3pp |
| Employer contribution / active EE | $825 | $6,420-87.1% | $5,605-85.3% | $4,779-82.7% |
| Participant deferral / active EE | $7,479 | $7,641-2.1% | $6,927+8.0% | $5,609+33.3% |
| Admin fee / account holder | $2,466 | $13,328-81.5% | $10,705-77.0% | $10,828-77.2% |