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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 | $2,686 | $209,428-98.7% | $178,498-98.5% | $158,950-98.3% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | -54.52% | 188.78%-243.3pp | 151.09%-205.6pp | 302.91%-357.4pp |
| Employer contribution / active EE | $530 | $5,707-90.7% | $5,011-89.4% | $4,762-88.9% |
| Participant deferral / active EE | $9,141 | $5,955+53.5% | $5,202+75.7% | $5,983+52.8% |
| Admin fee / account holder | $9,780 | $17,077-42.7% | $13,985-30.1% | $11,248-13.1% |