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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 | $12,051 | $183,516-93.4% | $155,534-92.3% | $145,884-91.7% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | -2.86% | 61.43%-64.3pp | 64.92%-67.8pp | 551.85%-554.7pp |
| Employer contribution / active EE | $492 | $5,315-90.7% | $4,675-89.5% | $4,662-89.4% |
| Participant deferral / active EE | $3,191 | $6,467-50.7% | $5,630-43.3% | $6,690-52.3% |
| Admin fee / account holder | $5,864 | $19,293-69.6% | $15,900-63.1% | $13,392-56.2% |