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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 | $28,093 | $180,459-84.4% | $154,108-81.8% | $135,380-79.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -19.41% | 888.21%-907.6pp | 735.21%-754.6pp | 519.81%-539.2pp |
| Employer contribution / active EE | $462 | $6,035-92.3% | $5,298-91.3% | $4,779-90.3% |
| Participant deferral / active EE | $11,212 | $5,806+93.1% | $5,081+120.7% | $5,609+99.9% |
| Admin fee / account holder | $374 | $16,145-97.7% | $13,411-97.2% | $10,828-96.5% |