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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 | $4,219 | $111,878-96.2% | $93,727-95.5% | $145,897-97.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 6.90% | 204.28%-197.4pp | 133.83%-126.9pp | 552.29%-545.4pp |
| Employer contribution / active EE | $146 | $3,092-95.3% | $2,421-94.0% | $4,663-96.9% |
| Participant deferral / active EE | $4,645 | $4,920-5.6% | $4,417+5.2% | $6,689-30.6% |
| Admin fee / account holder | $38,677 | $10,256+277.1% | $8,292+366.5% | $13,390+188.8% |