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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 | $3,700 | $138,102-97.3% | $125,381-97.0% | $134,532-97.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -45.98% | 750.73%-796.7pp | 572.31%-618.3pp | 418.27%-464.2pp |
| Employer contribution / active EE | $520 | $5,245-90.1% | $4,815-89.2% | $4,741-89.0% |
| Participant deferral / active EE | $3,260 | $7,801-58.2% | $7,448-56.2% | $6,401-49.1% |
| Admin fee / account holder | $1,122 | $11,568-90.3% | $10,007-88.8% | $11,429-90.2% |