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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 | $11,289 | $180,459-93.7% | $154,108-92.7% | $135,380-91.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -9.18% | 888.21%-897.4pp | 735.21%-744.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $11 | $6,035-99.8% | $5,298-99.8% | $4,779-99.8% |
| Participant deferral / active EE | $8,792 | $5,806+51.4% | $5,081+73.0% | $5,609+56.7% |
| Admin fee / account holder | $448 | $16,145-97.2% | $13,411-96.7% | $10,828-95.9% |