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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 | $8,035 | $138,114-94.2% | $125,391-93.6% | $134,545-94.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -30.46% | 750.88%-781.3pp | 572.41%-602.9pp | 418.37%-448.8pp |
| Employer contribution / active EE | $463 | $5,246-91.2% | $4,816-90.4% | $4,742-90.2% |
| Participant deferral / active EE | $2,746 | $7,801-64.8% | $7,448-63.1% | $6,401-57.1% |
| Admin fee / account holder | $425 | $11,570-96.3% | $10,009-95.8% | $11,431-96.3% |