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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 | $9,261 | $168,635-94.5% | $147,617-93.7% | $125,389-92.6% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -4.42% | 77.65%-82.1pp | 61.98%-66.4pp | 282.24%-286.7pp |
| Employer contribution / active EE | $931 | $6,252-85.1% | $5,564-83.3% | $4,866-80.9% |
| Participant deferral / active EE | $2,211 | $5,507-59.9% | $4,895-54.8% | $5,352-58.7% |
| Admin fee / account holder | $662 | $13,580-95.1% | $11,612-94.3% | $9,541-93.1% |