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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 | $9,759 | $138,102-92.9% | $125,381-92.2% | $134,532-92.7% |
| Participation rate | 73.7% | 84.5%-10.8pp | 82.4%-8.7pp | 81.2%-7.5pp |
| Annual return | -25.79% | 750.73%-776.5pp | 572.31%-598.1pp | 418.27%-444.1pp |
| Employer contribution / active EE | $358 | $5,245-93.2% | $4,815-92.6% | $4,741-92.4% |
| Participant deferral / active EE | $3,194 | $7,801-59.1% | $7,448-57.1% | $6,401-50.1% |
| Admin fee / account holder | $1,177 | $11,568-89.8% | $10,007-88.2% | $11,429-89.7% |