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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 | $10,864 | $82,630-86.9% | $64,105-83.1% | $125,389-91.3% |
| Participation rate | 85.7% | 75.9%+9.9pp | 68.2%+17.5pp | 83.2%+2.5pp |
| Annual return | -6.52% | 1489.72%-1496.2pp | 791.24%-797.8pp | 282.24%-288.8pp |
| Employer contribution / active EE | $159 | $2,671-94.1% | $1,820-91.3% | $4,866-96.7% |
| Participant deferral / active EE | $3,313 | $3,608-8.2% | $2,822+17.4% | $5,352-38.1% |
| Admin fee / account holder | $698 | $6,382-89.1% | $4,499-84.5% | $9,541-92.7% |