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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 | $7,017 | $138,076-94.9% | $123,553-94.3% | $135,380-94.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -203.81% | 153.70%-357.5pp | 119.21%-323.0pp | 519.81%-723.6pp |
| Employer contribution / active EE | $635 | $5,152-87.7% | $4,628-86.3% | $4,779-86.7% |
| Participant deferral / active EE | $4,900 | $6,800-27.9% | $6,426-23.7% | $5,609-12.6% |
| Admin fee / account holder | $399 | $10,917-96.3% | $9,284-95.7% | $10,828-96.3% |