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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 | $1,037 | $160,070-99.4% | $147,117-99.3% | $145,897-99.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.62% | 98.69%-98.1pp | 420.54%-419.9pp | 552.29%-551.7pp |
| Employer contribution / active EE | $919 | $5,285-82.6% | $4,932-81.4% | $4,663-80.3% |
| Participant deferral / active EE | $18,450 | $8,419+119.1% | $8,065+128.8% | $6,689+175.8% |
| Admin fee / account holder | $44,500 | $15,035+196.0% | $12,993+242.5% | $13,390+232.3% |