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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 | $5,905 | $175,231-96.6% | $149,696-96.1% | $139,466-95.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -75.98% | 166.77%-242.8pp | 134.46%-210.4pp | 373.66%-449.6pp |
| Employer contribution / active EE | $537 | $5,478-90.2% | $4,821-88.9% | $4,754-88.7% |
| Participant deferral / active EE | $7,113 | $6,521+9.1% | $5,682+25.2% | $6,712+6.0% |
| Admin fee / account holder | $657 | $16,155-95.9% | $13,212-95.0% | $11,409-94.2% |