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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 | $10,057 | $181,062-94.4% | $158,223-93.6% | $155,188-93.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | -0.56% | 57.39%-57.9pp | 52.09%-52.7pp | 148.84%-149.4pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,744 | $6,134+9.9% | $5,467+23.4% | $6,531+3.3% |
| Admin fee / account holder | $942 | $18,825-95.0% | $16,047-94.1% | $14,480-93.5% |