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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 | $9,480 | $160,059-94.1% | $140,019-93.2% | $135,380-93.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -74.57% | 911.48%-986.0pp | 651.17%-725.7pp | 519.81%-594.4pp |
| Employer contribution / active EE | $613 | $6,420-90.5% | $5,605-89.1% | $4,779-87.2% |
| Participant deferral / active EE | $6,918 | $7,641-9.5% | $6,927-0.1% | $5,609+23.3% |
| Admin fee / account holder | $310 | $13,328-97.7% | $10,705-97.1% | $10,828-97.1% |