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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 | $10,861 | $138,114-92.1% | $125,391-91.3% | $134,545-91.9% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -59.78% | 750.88%-810.7pp | 572.41%-632.2pp | 418.37%-478.1pp |
| Employer contribution / active EE | $814 | $5,246-84.5% | $4,816-83.1% | $4,742-82.8% |
| Participant deferral / active EE | $8,600 | $7,801+10.2% | $7,448+15.5% | $6,401+34.3% |
| Admin fee / account holder | $1,286 | $11,570-88.9% | $10,009-87.1% | $11,431-88.7% |