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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 | $23,026 | $168,635-86.3% | $147,617-84.4% | $125,389-81.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.91% | 77.65%-82.6pp | 61.98%-66.9pp | 282.24%-287.1pp |
| Employer contribution / active EE | $931 | $6,252-85.1% | $5,564-83.3% | $4,866-80.9% |
| Participant deferral / active EE | $7,230 | $5,507+31.3% | $4,895+47.7% | $5,352+35.1% |
| Admin fee / account holder | $985 | $13,580-92.7% | $11,612-91.5% | $9,541-89.7% |