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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 | $9,943 | $138,114-92.8% | $125,391-92.1% | $134,545-92.6% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -23.41% | 750.88%-774.3pp | 572.41%-595.8pp | 418.37%-441.8pp |
| Employer contribution / active EE | $864 | $5,246-83.5% | $4,816-82.1% | $4,742-81.8% |
| Participant deferral / active EE | $7,703 | $7,801-1.2% | $7,448+3.4% | $6,401+20.3% |
| Admin fee / account holder | $534 | $11,570-95.4% | $10,009-94.7% | $11,431-95.3% |