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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 | $22,246 | $197,637-88.7% | $177,848-87.5% | $158,982-86.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -26.31% | 58.77%-85.1pp | 48.33%-74.6pp | 302.99%-329.3pp |
| Employer contribution / active EE | $1,224 | $6,698-81.7% | $5,919-79.3% | $4,763-74.3% |
| Participant deferral / active EE | $15,131 | $8,405+80.0% | $7,714+96.2% | $5,983+152.9% |
| Admin fee / account holder | $5,363 | $15,406-65.2% | $12,431-56.9% | $11,252-52.3% |