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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 | $16,097 | $180,462-91.1% | $154,111-89.6% | $135,379-88.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.42% | 888.17%-898.6pp | 735.18%-745.6pp | 519.79%-530.2pp |
| Employer contribution / active EE | $333 | $6,036-94.5% | $5,298-93.7% | $4,779-93.0% |
| Participant deferral / active EE | $2,324 | $5,806-60.0% | $5,081-54.3% | $5,609-58.6% |
| Admin fee / account holder | $505 | $16,145-96.9% | $13,411-96.2% | $10,828-95.3% |