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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 | $25,989 | $209,425-87.6% | $178,499-85.4% | $158,966-83.7% |
| Participation rate | 76.9% | 86.4%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | -1.06% | 188.80%-189.9pp | 151.10%-152.2pp | 302.95%-304.0pp |
| Employer contribution / active EE | $575 | $5,707-89.9% | $5,011-88.5% | $4,762-87.9% |
| Participant deferral / active EE | $3,450 | $5,955-42.1% | $5,202-33.7% | $5,983-42.3% |
| Admin fee / account holder | $33,019 | $17,078+93.3% | $13,986+136.1% | $11,250+193.5% |