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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 | $9,824 | $167,362-94.1% | $143,799-93.2% | $134,532-92.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.12% | 0.47%-28.6pp | -0.04%-28.1pp | 418.27%-446.4pp |
| Employer contribution / active EE | $600 | $5,620-89.3% | $4,952-87.9% | $4,741-87.3% |
| Participant deferral / active EE | $6,068 | $6,447-5.9% | $5,638+7.6% | $6,401-5.2% |
| Admin fee / account holder | $362 | $18,094-98.0% | $14,677-97.5% | $11,429-96.8% |