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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 | $6,163 | $180,462-96.6% | $154,111-96.0% | $135,379-95.4% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | -39.61% | 888.17%-927.8pp | 735.18%-774.8pp | 519.79%-559.4pp |
| Employer contribution / active EE | $1,117 | $6,036-81.5% | $5,298-78.9% | $4,779-76.6% |
| Participant deferral / active EE | $3,199 | $5,806-44.9% | $5,081-37.0% | $5,609-43.0% |
| Admin fee / account holder | $681 | $16,145-95.8% | $13,411-94.9% | $10,828-93.7% |