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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 | $19,265 | $180,459-89.3% | $154,108-87.5% | $135,380-85.8% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | -11.41% | 888.21%-899.6pp | 735.21%-746.6pp | 519.81%-531.2pp |
| Employer contribution / active EE | $1,082 | $6,035-82.1% | $5,298-79.6% | $4,779-77.4% |
| Participant deferral / active EE | $8,265 | $5,806+42.4% | $5,081+62.7% | $5,609+47.4% |
| Admin fee / account holder | $925 | $16,145-94.3% | $13,411-93.1% | $10,828-91.5% |