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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 | $14,183 | $148,623-90.5% | $135,974-89.6% | $139,466-89.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | -2.83% | 79.30%-82.1pp | 68.30%-71.1pp | 373.66%-376.5pp |
| Employer contribution / active EE | $211 | $5,246-96.0% | $4,859-95.7% | $4,754-95.6% |
| Participant deferral / active EE | $6,522 | $8,103-19.5% | $7,760-16.0% | $6,712-2.8% |
| Admin fee / account holder | $2,191 | $12,406-82.3% | $10,767-79.6% | $11,409-80.8% |