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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 | $11,855 | $167,362-92.9% | $143,799-91.8% | $134,532-91.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.84% | 0.47%-21.3pp | -0.04%-20.8pp | 418.27%-439.1pp |
| Employer contribution / active EE | $957 | $5,620-83.0% | $4,952-80.7% | $4,741-79.8% |
| Participant deferral / active EE | $17,772 | $6,447+175.6% | $5,638+215.2% | $6,401+177.6% |
| Admin fee / account holder | $207,181 | $18,094+1045.0% | $14,677+1311.6% | $11,429+1712.8% |