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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 | $24,441 | $180,462-86.5% | $154,111-84.1% | $135,379-81.9% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -19.34% | 888.17%-907.5pp | 735.18%-754.5pp | 519.79%-539.1pp |
| Employer contribution / active EE | $747 | $6,036-87.6% | $5,298-85.9% | $4,779-84.4% |
| Participant deferral / active EE | $3,690 | $5,806-36.4% | $5,081-27.4% | $5,609-34.2% |
| Admin fee / account holder | $301 | $16,145-98.1% | $13,411-97.8% | $10,828-97.2% |