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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 | $3,730 | $209,425-98.2% | $178,499-97.9% | $158,966-97.7% |
| Participation rate | 86.7% | 86.4%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | -27.22% | 188.80%-216.0pp | 151.10%-178.3pp | 302.95%-330.2pp |
| Employer contribution / active EE | $460 | $5,707-91.9% | $5,011-90.8% | $4,762-90.3% |
| Participant deferral / active EE | $2,023 | $5,955-66.0% | $5,202-61.1% | $5,983-66.2% |
| Admin fee / account holder | $1,109 | $17,078-93.5% | $13,986-92.1% | $11,250-90.1% |