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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 | $3,482 | $138,102-97.5% | $125,381-97.2% | $134,532-97.4% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -29.94% | 750.73%-780.7pp | 572.31%-602.2pp | 418.27%-448.2pp |
| Employer contribution / active EE | $53 | $5,245-99.0% | $4,815-98.9% | $4,741-98.9% |
| Participant deferral / active EE | $4,589 | $7,801-41.2% | $7,448-38.4% | $6,401-28.3% |
| Admin fee / account holder | $368 | $11,568-96.8% | $10,007-96.3% | $11,429-96.8% |