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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 | $11,407 | $97,729-88.3% | $83,830-86.4% | $135,379-91.6% |
| Participation rate | 78.3% | 80.0%-1.7pp | 76.1%+2.1pp | 82.6%-4.4pp |
| Annual return | -10.62% | 1287.52%-1298.1pp | 850.97%-861.6pp | 519.79%-530.4pp |
| Employer contribution / active EE | $631 | $4,222-85.1% | $3,631-82.6% | $4,779-86.8% |
| Participant deferral / active EE | $2,632 | $4,683-43.8% | $4,082-35.5% | $5,609-53.1% |
| Admin fee / account holder | $321 | $6,674-95.2% | $5,479-94.1% | $10,828-97.0% |