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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 | $7,743 | $100,805-92.3% | $86,698-91.1% | $134,532-94.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.60% | 29.09%-51.7pp | 35.95%-58.5pp | 418.27%-440.9pp |
| Employer contribution / active EE | $723 | $3,490-79.3% | $2,837-74.5% | $4,741-84.7% |
| Participant deferral / active EE | $4,989 | $5,339-6.6% | $4,656+7.2% | $6,401-22.1% |
| Admin fee / account holder | $4,542 | $10,925-58.4% | $7,493-39.4% | $11,429-60.3% |