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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 | $5,128 | $115,796-95.6% | $101,264-94.9% | $158,950-96.8% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | -8.63% | 56.15%-64.8pp | 46.48%-55.1pp | 302.91%-311.5pp |
| Employer contribution / active EE | $719 | $4,175-82.8% | $3,660-80.3% | $4,762-84.9% |
| Participant deferral / active EE | $1,649 | $4,958-66.7% | $4,370-62.3% | $5,983-72.4% |
| Admin fee / account holder | $994 | $7,247-86.3% | $5,947-83.3% | $11,248-91.2% |