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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 | $11,126 | $183,516-93.9% | $155,534-92.8% | $145,884-92.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | -8.54% | 61.43%-70.0pp | 64.92%-73.5pp | 551.85%-560.4pp |
| Employer contribution / active EE | $519 | $5,315-90.2% | $4,675-88.9% | $4,662-88.9% |
| Participant deferral / active EE | $3,904 | $6,467-39.6% | $5,630-30.7% | $6,690-41.6% |
| Admin fee / account holder | $2,159 | $19,293-88.8% | $15,900-86.4% | $13,392-83.9% |