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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 | $6,032 | $198,457-97.0% | $170,435-96.5% | $147,586-95.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -29.21% | 257.30%-286.5pp | 205.94%-235.1pp | 578.59%-607.8pp |
| Employer contribution / active EE | $750 | $6,183-87.9% | $5,432-86.2% | $4,876-84.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $25,000 | $16,852+48.3% | $13,881+80.1% | $10,886+129.7% |