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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 | $11,650 | $180,462-93.5% | $154,111-92.4% | $135,379-91.4% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -10.65% | 888.17%-898.8pp | 735.18%-745.8pp | 519.79%-530.4pp |
| Employer contribution / active EE | $1,130 | $6,036-81.3% | $5,298-78.7% | $4,779-76.4% |
| Participant deferral / active EE | $2,271 | $5,806-60.9% | $5,081-55.3% | $5,609-59.5% |
| Admin fee / account holder | $2,349 | $16,145-85.5% | $13,411-82.5% | $10,828-78.3% |