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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 | $3,606 | $180,466-98.0% | $154,114-97.7% | $135,382-97.3% |
| Participation rate | 81.3% | 87.4%-6.2pp | 83.0%-1.8pp | 82.6%-1.4pp |
| Annual return | -42.86% | 888.15%-931.0pp | 735.16%-778.0pp | 519.77%-562.6pp |
| Employer contribution / active EE | $797 | $6,035-86.8% | $5,298-84.9% | $4,779-83.3% |
| Participant deferral / active EE | $2,155 | $5,806-62.9% | $5,081-57.6% | $5,609-61.6% |
| Admin fee / account holder | $382 | $16,144-97.6% | $13,411-97.1% | $10,829-96.5% |