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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 | $2,661 | $202,463-98.7% | $169,397-98.4% | $139,487-98.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -63.87% | 532.64%-596.5pp | 406.23%-470.1pp | 373.84%-437.7pp |
| Employer contribution / active EE | $481 | $4,694-89.8% | $4,013-88.0% | $4,755-89.9% |
| Participant deferral / active EE | $1,784 | $6,941-74.3% | $6,223-71.3% | $6,713-73.4% |
| Admin fee / account holder | $954 | $10,726-91.1% | $9,017-89.4% | $11,407-91.6% |