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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 | $11,542 | $160,059-92.8% | $140,019-91.8% | $135,382-91.5% |
| Participation rate | 78.3% | 88.5%-10.3pp | 87.5%-9.2pp | 82.6%-4.4pp |
| Annual return | -11.63% | 911.44%-923.1pp | 651.15%-662.8pp | 519.77%-531.4pp |
| Employer contribution / active EE | $287 | $6,420-95.5% | $5,605-94.9% | $4,779-94.0% |
| Participant deferral / active EE | $4,612 | $7,641-39.6% | $6,927-33.4% | $5,609-17.8% |
| Admin fee / account holder | $613 | $13,328-95.4% | $10,705-94.3% | $10,829-94.3% |