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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 | $14,766 | $168,635-91.2% | $147,617-90.0% | $125,389-88.2% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -8.35% | 77.65%-86.0pp | 61.98%-70.3pp | 282.24%-290.6pp |
| Employer contribution / active EE | $1,123 | $6,252-82.0% | $5,564-79.8% | $4,866-76.9% |
| Participant deferral / active EE | $8,018 | $5,507+45.6% | $4,895+63.8% | $5,352+49.8% |
| Admin fee / account holder | $3,907 | $13,580-71.2% | $11,612-66.4% | $9,541-59.0% |