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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 | $11,841 | $107,941-89.0% | $91,994-87.1% | $152,897-92.3% |
| Participation rate | 71.4% | 81.2%-9.8pp | 78.6%-7.2pp | 82.5%-11.0pp |
| Annual return | -41.28% | 89.28%-130.6pp | 69.04%-110.3pp | 345.43%-386.7pp |
| Employer contribution / active EE | $385 | $4,212-90.9% | $3,453-88.9% | $4,764-91.9% |
| Participant deferral / active EE | $7,307 | $6,366+14.8% | $5,924+23.4% | $5,851+24.9% |
| Admin fee / account holder | $2,296 | $10,521-78.2% | $7,744-70.4% | $11,599-80.2% |