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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 | $6,382 | $168,635-96.2% | $147,617-95.7% | $125,389-94.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -12.46% | 77.65%-90.1pp | 61.98%-74.4pp | 282.24%-294.7pp |
| Employer contribution / active EE | $435 | $6,252-93.0% | $5,564-92.2% | $4,866-91.1% |
| Participant deferral / active EE | $2,156 | $5,507-60.9% | $4,895-56.0% | $5,352-59.7% |
| Admin fee / account holder | $315 | $13,580-97.7% | $11,612-97.3% | $9,541-96.7% |