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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 | $10,801 | $129,959-91.7% | $104,301-89.6% | $134,532-92.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -24.13% | 42.04%-66.2pp | 24.61%-48.7pp | 418.27%-442.4pp |
| Employer contribution / active EE | $647 | $4,185-84.5% | $3,373-80.8% | $4,741-86.3% |
| Participant deferral / active EE | $2,887 | $5,589-48.4% | $4,626-37.6% | $6,401-54.9% |
| Admin fee / account holder | $523 | $9,325-94.4% | $7,340-92.9% | $11,429-95.4% |