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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 | $18,354 | $150,447-87.8% | $136,298-86.5% | $147,586-87.6% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | -2.55% | 1049.15%-1051.7pp | 5156.27%-5158.8pp | 578.59%-581.1pp |
| Employer contribution / active EE | $876 | $5,256-83.3% | $4,696-81.4% | $4,876-82.0% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $626 | $10,906-94.3% | $9,244-93.2% | $10,886-94.2% |