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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 | $12,650 | $168,635-92.5% | $147,617-91.4% | $125,389-89.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.06% | 77.65%-81.7pp | 61.98%-66.0pp | 282.24%-286.3pp |
| Employer contribution / active EE | $253 | $6,252-96.0% | $5,564-95.5% | $4,866-94.8% |
| Participant deferral / active EE | $3,386 | $5,507-38.5% | $4,895-30.8% | $5,352-36.7% |
| Admin fee / account holder | $2,282 | $13,580-83.2% | $11,612-80.3% | $9,541-76.1% |