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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 | $19,801 | $150,447-86.8% | $136,298-85.5% | $147,586-86.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -25.32% | 1049.15%-1074.5pp | 5156.27%-5181.6pp | 578.59%-603.9pp |
| Employer contribution / active EE | $785 | $5,256-85.1% | $4,696-83.3% | $4,876-83.9% |
| Participant deferral / active EE | $2,957 | $6,631-55.4% | $6,247-52.7% | $5,439-45.6% |
| Admin fee / account holder | $9,175 | $10,906-15.9% | $9,244-0.8% | $10,886-15.7% |