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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 | $5,272 | $167,352-96.8% | $143,788-96.3% | $134,509-96.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.93% | 0.47%-27.4pp | -0.03%-26.9pp | 418.13%-445.1pp |
| Employer contribution / active EE | $816 | $5,620-85.5% | $4,952-83.5% | $4,741-82.8% |
| Participant deferral / active EE | $2,938 | $6,447-54.4% | $5,638-47.9% | $6,400-54.1% |
| Admin fee / account holder | $959 | $18,091-94.7% | $14,675-93.5% | $11,427-91.6% |