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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 | $111,814-93.5% | $103,374-93.0% | $145,959-95.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -96.53% | 24.77%-121.3pp | 24.89%-121.4pp | 561.95%-658.5pp |
| Employer contribution / active EE | $441 | $4,214-89.5% | $3,869-88.6% | $4,661-90.5% |
| Participant deferral / active EE | $4,370 | $5,618-22.2% | $5,058-13.6% | $6,689-34.7% |
| Admin fee / account holder | $877 | $9,754-91.0% | $8,394-89.6% | $13,398-93.5% |