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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 | $8,579 | $183,516-95.3% | $155,534-94.5% | $145,884-94.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -35.93% | 61.43%-97.4pp | 64.92%-100.8pp | 551.85%-587.8pp |
| Employer contribution / active EE | $604 | $5,315-88.6% | $4,675-87.1% | $4,662-87.1% |
| Participant deferral / active EE | $3,527 | $6,467-45.5% | $5,630-37.4% | $6,690-47.3% |
| Admin fee / account holder | $4,589 | $19,293-76.2% | $15,900-71.1% | $13,392-65.7% |