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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 | $13,239 | $138,114-90.4% | $125,391-89.4% | $134,545-90.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.64% | 750.88%-778.5pp | 572.41%-600.1pp | 418.37%-446.0pp |
| Employer contribution / active EE | $474 | $5,246-91.0% | $4,816-90.2% | $4,742-90.0% |
| Participant deferral / active EE | $12,465 | $7,801+59.8% | $7,448+67.4% | $6,401+94.7% |
| Admin fee / account holder | $2,466 | $11,570-78.7% | $10,009-75.4% | $11,431-78.4% |