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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 | $3,742 | $190,862-98.0% | $159,991-97.7% | $134,509-97.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -122.75% | 552.59%-675.3pp | 408.82%-531.6pp | 418.13%-540.9pp |
| Employer contribution / active EE | $108 | $4,995-97.8% | $4,225-97.4% | $4,741-97.7% |
| Participant deferral / active EE | $4,192 | $6,924-39.5% | $6,183-32.2% | $6,400-34.5% |
| Admin fee / account holder | $4,910 | $10,495-53.2% | $8,715-43.7% | $11,427-57.0% |