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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 | $8,445 | $209,874-96.0% | $189,537-95.5% | $167,536-95.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -101.82% | 748.61%-850.4pp | 555.34%-657.2pp | 478.82%-580.6pp |
| Employer contribution / active EE | $1,479 | $6,913-78.6% | $6,161-76.0% | $4,839-69.4% |
| Participant deferral / active EE | $7,151 | $8,934-20.0% | $8,220-13.0% | $6,342+12.8% |
| Admin fee / account holder | $367 | $14,299-97.4% | $12,048-97.0% | $12,315-97.0% |