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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 | $19,694 | $152,612-87.1% | $125,192-84.3% | $152,897-87.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -12.02% | 54.85%-66.9pp | 43.79%-55.8pp | 345.43%-357.4pp |
| Employer contribution / active EE | $913 | $4,947-81.5% | $3,866-76.4% | $4,764-80.8% |
| Participant deferral / active EE | $8,198 | $5,868+39.7% | $4,937+66.0% | $5,851+40.1% |
| Admin fee / account holder | $10,266 | $13,437-23.6% | $9,704+5.8% | $11,599-11.5% |