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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 | $7,670 | $160,070-95.2% | $147,117-94.8% | $145,897-94.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -43.90% | 98.69%-142.6pp | 420.54%-464.4pp | 552.29%-596.2pp |
| Employer contribution / active EE | $750 | $5,285-85.8% | $4,932-84.8% | $4,663-83.9% |
| Participant deferral / active EE | $3,690 | $8,419-56.2% | $8,065-54.3% | $6,689-44.8% |
| Admin fee / account holder | $3,273 | $15,035-78.2% | $12,993-74.8% | $13,390-75.6% |