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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 | $6,015 | $103,000-94.2% | $90,300-93.3% | $152,885-96.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | -38.79% | 95.19%-134.0pp | 78.11%-116.9pp | 345.39%-384.2pp |
| Employer contribution / active EE | $141 | $3,138-95.5% | $2,854-95.1% | $4,763-97.0% |
| Participant deferral / active EE | $1,009 | $4,281-76.4% | $3,884-74.0% | $5,851-82.8% |
| Admin fee / account holder | $3,296 | $6,173-46.6% | $5,353-38.4% | $11,598-71.6% |