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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 | $6,697 | $138,078-95.1% | $125,363-94.7% | $134,509-95.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -58.71% | 750.49%-809.2pp | 572.15%-630.9pp | 418.13%-476.8pp |
| Employer contribution / active EE | $833 | $5,245-84.1% | $4,815-82.7% | $4,741-82.4% |
| Participant deferral / active EE | $3,955 | $7,800-49.3% | $7,447-46.9% | $6,400-38.2% |
| Admin fee / account holder | $2,404 | $11,566-79.2% | $10,005-76.0% | $11,427-79.0% |