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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 | $4,417 | $183,592-97.6% | $155,574-97.2% | $145,877-97.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -30.43% | 61.37%-91.8pp | 64.87%-95.3pp | 551.28%-581.7pp |
| Employer contribution / active EE | $439 | $5,317-91.7% | $4,676-90.6% | $4,663-90.6% |
| Participant deferral / active EE | $3,553 | $6,466-45.1% | $5,629-36.9% | $6,691-46.9% |
| Admin fee / account holder | $1,273 | $19,316-93.4% | $15,914-92.0% | $13,402-90.5% |