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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 | $6,275 | $197,637-96.8% | $177,848-96.5% | $158,982-96.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -14.16% | 58.77%-72.9pp | 48.33%-62.5pp | 302.99%-317.1pp |
| Employer contribution / active EE | $210 | $6,698-96.9% | $5,919-96.5% | $4,763-95.6% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $617 | $15,406-96.0% | $12,431-95.0% | $11,252-94.5% |