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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 | $5,314 | $148,623-96.4% | $135,974-96.1% | $139,466-96.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -6.28% | 79.30%-85.6pp | 68.30%-74.6pp | 373.66%-379.9pp |
| Employer contribution / active EE | $927 | $5,246-82.3% | $4,859-80.9% | $4,754-80.5% |
| Participant deferral / active EE | $3,669 | $8,103-54.7% | $7,760-52.7% | $6,712-45.3% |
| Admin fee / account holder | $1,152 | $12,406-90.7% | $10,767-89.3% | $11,409-89.9% |