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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 | $15,960 | $167,323-90.5% | $143,770-88.9% | $134,493-88.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.97% | 0.47%-31.4pp | -0.04%-30.9pp | 418.01%-449.0pp |
| Employer contribution / active EE | $110 | $5,619-98.0% | $4,951-97.8% | $4,740-97.7% |
| Participant deferral / active EE | $10,230 | $6,446+58.7% | $5,638+81.5% | $6,400+59.9% |
| Admin fee / account holder | $333 | $18,088-98.2% | $14,673-97.7% | $11,425-97.1% |