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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 | $9,374 | $133,998-93.0% | $112,263-91.7% | $134,545-93.0% |
| Participation rate | 72.2% | 78.6%-6.3pp | 75.1%-2.8pp | 81.2%-9.0pp |
| Annual return | -95.51% | 47.17%-142.7pp | 27.49%-123.0pp | 418.37%-513.9pp |
| Employer contribution / active EE | $367 | $4,040-90.9% | $3,636-89.9% | $4,742-92.3% |
| Participant deferral / active EE | $6,783 | $5,292+28.2% | $4,729+43.4% | $6,401+6.0% |
| Admin fee / account holder | $2,220 | $7,493-70.4% | $6,410-65.4% | $11,431-80.6% |