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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 | $20,735 | $162,812-87.3% | $133,971-84.5% | $158,966-87.0% |
| Participation rate | 95.7% | 83.2%+12.4pp | 79.8%+15.8pp | 82.0%+13.7pp |
| Annual return | -10.66% | 41.94%-52.6pp | 45.09%-55.8pp | 302.95%-313.6pp |
| Employer contribution / active EE | $217 | $4,976-95.6% | $3,919-94.5% | $4,762-95.4% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,989 | $11,741-83.1% | $8,929-77.7% | $11,250-82.3% |