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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 | $22,986 | $180,462-87.3% | $154,111-85.1% | $135,379-83.0% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -12.78% | 888.17%-900.9pp | 735.18%-748.0pp | 519.79%-532.6pp |
| Employer contribution / active EE | $1,134 | $6,036-81.2% | $5,298-78.6% | $4,779-76.3% |
| Participant deferral / active EE | $5,598 | $5,806-3.6% | $5,081+10.2% | $5,609-0.2% |
| Admin fee / account holder | $397 | $16,145-97.5% | $13,411-97.0% | $10,828-96.3% |