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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 | $20,712 | $157,829-86.9% | $136,867-84.9% | $198,609-89.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | -24.48% | 51.25%-75.7pp | 42.97%-67.5pp | 202.70%-227.2pp |
| Employer contribution / active EE | -$206 | $3,923-105.3% | $3,547-105.8% | $5,055-104.1% |
| Participant deferral / active EE | $17,260 | $5,463+215.9% | $4,924+250.6% | $6,977+147.4% |
| Admin fee / account holder | $1,186 | $11,107-89.3% | $10,340-88.5% | $19,030-93.8% |