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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 | $9,311 | $217,427-95.7% | $185,837-95.0% | $167,518-94.4% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | -4.76% | 148.39%-153.2pp | 122.08%-126.8pp | 478.71%-483.5pp |
| Employer contribution / active EE | $715 | $5,874-87.8% | $5,168-86.2% | $4,838-85.2% |
| Participant deferral / active EE | $2,581 | $6,357-59.4% | $5,568-53.6% | $6,342-59.3% |
| Admin fee / account holder | $1,101 | $19,816-94.4% | $16,241-93.2% | $12,312-91.1% |