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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 | $17,879 | $138,075-87.1% | $123,552-85.5% | $135,379-86.8% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -9.32% | 153.70%-163.0pp | 119.20%-128.5pp | 519.79%-529.1pp |
| Employer contribution / active EE | $434 | $5,152-91.6% | $4,628-90.6% | $4,779-90.9% |
| Participant deferral / active EE | $2,789 | $6,800-59.0% | $6,426-56.6% | $5,609-50.3% |
| Admin fee / account holder | $332 | $10,917-97.0% | $9,285-96.4% | $10,828-96.9% |