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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 | $5,875 | $183,592-96.8% | $155,574-96.2% | $145,877-96.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | -19.99% | 61.37%-81.4pp | 64.87%-84.9pp | 551.28%-571.3pp |
| Employer contribution / active EE | $975 | $5,317-81.7% | $4,676-79.1% | $4,663-79.1% |
| Participant deferral / active EE | $4,311 | $6,466-33.3% | $5,629-23.4% | $6,691-35.6% |
| Admin fee / account holder | $2,797 | $19,316-85.5% | $15,914-82.4% | $13,402-79.1% |