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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 | $12,444 | $138,102-91.0% | $125,381-90.1% | $134,532-90.8% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -44.46% | 750.73%-795.2pp | 572.31%-616.8pp | 418.27%-462.7pp |
| Employer contribution / active EE | $480 | $5,245-90.8% | $4,815-90.0% | $4,741-89.9% |
| Participant deferral / active EE | $4,275 | $7,801-45.2% | $7,448-42.6% | $6,401-33.2% |
| Admin fee / account holder | $454 | $11,568-96.1% | $10,007-95.5% | $11,429-96.0% |