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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 | $160,040-95.2% | $147,096-94.8% | $145,877-94.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -43.90% | 98.49%-142.4pp | 419.75%-463.7pp | 551.28%-595.2pp |
| Employer contribution / active EE | $750 | $5,289-85.8% | $4,936-84.8% | $4,663-83.9% |
| Participant deferral / active EE | $3,690 | $8,429-56.2% | $8,071-54.3% | $6,691-44.9% |
| Admin fee / account holder | $3,273 | $15,050-78.3% | $13,005-74.8% | $13,402-75.6% |