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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 | $26,752 | $180,466-85.2% | $154,114-82.6% | $135,382-80.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.83% | 888.15%-899.0pp | 735.16%-746.0pp | 519.77%-530.6pp |
| Employer contribution / active EE | $1,218 | $6,035-79.8% | $5,298-77.0% | $4,779-74.5% |
| Participant deferral / active EE | $3,513 | $5,806-39.5% | $5,081-30.9% | $5,609-37.4% |
| Admin fee / account holder | $485 | $16,144-97.0% | $13,411-96.4% | $10,829-95.5% |