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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 | $14,191 | $198,470-92.8% | $170,444-91.7% | $147,585-90.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | -62.86% | 257.30%-320.2pp | 205.94%-268.8pp | 578.56%-641.4pp |
| Employer contribution / active EE | $556 | $6,184-91.0% | $5,433-89.8% | $4,876-88.6% |
| Participant deferral / active EE | $3,600 | $5,629-36.1% | $4,939-27.1% | $5,439-33.8% |
| Admin fee / account holder | $496 | $16,852-97.1% | $13,881-96.4% | $10,885-95.4% |