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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 | $5,956 | $148,629-96.0% | $135,982-95.6% | $139,487-95.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -26.23% | 79.33%-105.6pp | 68.32%-94.6pp | 373.84%-400.1pp |
| Employer contribution / active EE | $586 | $5,247-88.8% | $4,859-88.0% | $4,755-87.7% |
| Participant deferral / active EE | $3,113 | $8,102-61.6% | $7,760-59.9% | $6,713-53.6% |
| Admin fee / account holder | $2,406 | $12,406-80.6% | $10,767-77.7% | $11,407-78.9% |