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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 | $4,901 | $167,353-97.1% | $143,797-96.6% | $134,545-96.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -128.57% | 0.48%-129.0pp | -0.04%-128.5pp | 418.37%-546.9pp |
| Employer contribution / active EE | $355 | $5,620-93.7% | $4,952-92.8% | $4,742-92.5% |
| Participant deferral / active EE | $6,260 | $6,447-2.9% | $5,638+11.0% | $6,401-2.2% |
| Admin fee / account holder | $6,841 | $18,096-62.2% | $14,679-53.4% | $11,431-40.2% |