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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 | $9,313 | $138,078-93.3% | $125,363-92.6% | $134,509-93.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.63% | 750.49%-774.1pp | 572.15%-595.8pp | 418.13%-441.8pp |
| Employer contribution / active EE | $911 | $5,245-82.6% | $4,815-81.1% | $4,741-80.8% |
| Participant deferral / active EE | $4,630 | $7,800-40.6% | $7,447-37.8% | $6,400-27.7% |
| Admin fee / account holder | $347 | $11,566-97.0% | $10,005-96.5% | $11,427-97.0% |