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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 | $11,439 | $138,102-91.7% | $125,381-90.9% | $134,532-91.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.54% | 750.73%-778.3pp | 572.31%-599.8pp | 418.27%-445.8pp |
| Employer contribution / active EE | $607 | $5,245-88.4% | $4,815-87.4% | $4,741-87.2% |
| Participant deferral / active EE | $12,505 | $7,801+60.3% | $7,448+67.9% | $6,401+95.4% |
| Admin fee / account holder | $1,373 | $11,568-88.1% | $10,007-86.3% | $11,429-88.0% |