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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 | $7,535 | $168,635-95.5% | $147,617-94.9% | $125,389-94.0% |
| Participation rate | 70.6% | 88.8%-18.2pp | 84.6%-14.0pp | 83.2%-12.6pp |
| Annual return | -6.15% | 77.65%-83.8pp | 61.98%-68.1pp | 282.24%-288.4pp |
| Employer contribution / active EE | $433 | $6,252-93.1% | $5,564-92.2% | $4,866-91.1% |
| Participant deferral / active EE | $2,300 | $5,507-58.2% | $4,895-53.0% | $5,352-57.0% |
| Admin fee / account holder | $758 | $13,580-94.4% | $11,612-93.5% | $9,541-92.1% |