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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 | $7,280 | $110,410-93.4% | $102,437-92.9% | $145,897-95.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -96.53% | 24.85%-121.4pp | 24.95%-121.5pp | 552.29%-648.8pp |
| Employer contribution / active EE | $441 | $4,217-89.5% | $3,871-88.6% | $4,663-90.5% |
| Participant deferral / active EE | $4,370 | $5,622-22.3% | $5,060-13.6% | $6,689-34.7% |
| Admin fee / account holder | $877 | $9,745-91.0% | $8,388-89.5% | $13,390-93.5% |