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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 | $3,884 | $167,533-97.7% | $151,645-97.4% | $134,545-97.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -104.32% | 7.81%-112.1pp | 3.34%-107.7pp | 418.37%-522.7pp |
| Employer contribution / active EE | $1,131 | $6,828-83.4% | $6,165-81.7% | $4,742-76.1% |
| Participant deferral / active EE | $4,149 | $8,985-53.8% | $8,363-50.4% | $6,401-35.2% |
| Admin fee / account holder | $311 | $13,781-97.7% | $11,614-97.3% | $11,431-97.3% |