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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 | $14,231 | $180,459-92.1% | $154,108-90.8% | $135,380-89.5% |
| Participation rate | 73.3% | 87.4%-14.1pp | 83.0%-9.7pp | 82.6%-9.3pp |
| Annual return | -14.97% | 888.21%-903.2pp | 735.21%-750.2pp | 519.81%-534.8pp |
| Employer contribution / active EE | $261 | $6,035-95.7% | $5,298-95.1% | $4,779-94.5% |
| Participant deferral / active EE | $3,038 | $5,806-47.7% | $5,081-40.2% | $5,609-45.8% |
| Admin fee / account holder | $2,676 | $16,145-83.4% | $13,411-80.0% | $10,828-75.3% |