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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 | $27,679 | $180,466-84.7% | $154,114-82.0% | $135,382-79.6% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -9.41% | 888.15%-897.6pp | 735.16%-744.6pp | 519.77%-529.2pp |
| Employer contribution / active EE | $1,027 | $6,035-83.0% | $5,298-80.6% | $4,779-78.5% |
| Participant deferral / active EE | $2,619 | $5,806-54.9% | $5,081-48.4% | $5,609-53.3% |
| Admin fee / account holder | $3,832 | $16,144-76.3% | $13,411-71.4% | $10,829-64.6% |