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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 | $13,302 | $180,466-92.6% | $154,114-91.4% | $135,382-90.2% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -9.13% | 888.15%-897.3pp | 735.16%-744.3pp | 519.77%-528.9pp |
| Employer contribution / active EE | $980 | $6,035-83.8% | $5,298-81.5% | $4,779-79.5% |
| Participant deferral / active EE | $3,500 | $5,806-39.7% | $5,081-31.1% | $5,609-37.6% |
| Admin fee / account holder | $3,431 | $16,144-78.7% | $13,411-74.4% | $10,829-68.3% |