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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 | $9,743 | $166,131-94.1% | $164,975-94.1% | $145,877-93.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -41.33% | 100.37%-141.7pp | 70.12%-111.5pp | 551.28%-592.6pp |
| Employer contribution / active EE | $850 | $5,276-83.9% | $4,343-80.4% | $4,663-81.8% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $464 | $16,648-97.2% | $12,688-96.3% | $13,402-96.5% |