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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 | $6,740 | $180,466-96.3% | $154,114-95.6% | $135,382-95.0% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -23.53% | 888.15%-911.7pp | 735.16%-758.7pp | 519.77%-543.3pp |
| Employer contribution / active EE | $423 | $6,035-93.0% | $5,298-92.0% | $4,779-91.2% |
| Participant deferral / active EE | $2,342 | $5,806-59.7% | $5,081-53.9% | $5,609-58.2% |
| Admin fee / account holder | $531 | $16,144-96.7% | $13,411-96.0% | $10,829-95.1% |