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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 | $6,492 | $138,102-95.3% | $125,381-94.8% | $134,532-95.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -29.34% | 750.73%-780.1pp | 572.31%-601.6pp | 418.27%-447.6pp |
| Employer contribution / active EE | $712 | $5,245-86.4% | $4,815-85.2% | $4,741-85.0% |
| Participant deferral / active EE | $3,652 | $7,801-53.2% | $7,448-51.0% | $6,401-43.0% |
| Admin fee / account holder | $1,444 | $11,568-87.5% | $10,007-85.6% | $11,429-87.4% |