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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 | $20,761 | $217,432-90.5% | $185,849-88.8% | $167,536-87.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -0.42% | 148.42%-148.8pp | 122.10%-122.5pp | 478.82%-479.2pp |
| Employer contribution / active EE | $1,138 | $5,875-80.6% | $5,169-78.0% | $4,839-76.5% |
| Participant deferral / active EE | $15,580 | $6,357+145.1% | $5,569+179.8% | $6,342+145.7% |
| Admin fee / account holder | $2,451 | $19,818-87.6% | $16,244-84.9% | $12,315-80.1% |