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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 | $21,124 | $168,635-87.5% | $147,617-85.7% | $125,389-83.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.48% | 77.65%-82.1pp | 61.98%-66.5pp | 282.24%-286.7pp |
| Employer contribution / active EE | $917 | $6,252-85.3% | $5,564-83.5% | $4,866-81.1% |
| Participant deferral / active EE | $3,260 | $5,507-40.8% | $4,895-33.4% | $5,352-39.1% |
| Admin fee / account holder | $19,398 | $13,580+42.8% | $11,612+67.1% | $9,541+103.3% |