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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 | $16,400 | $197,625-91.7% | $177,840-90.8% | $158,966-89.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -5.46% | 58.76%-64.2pp | 48.32%-53.8pp | 302.95%-308.4pp |
| Employer contribution / active EE | $709 | $6,698-89.4% | $5,919-88.0% | $4,762-85.1% |
| Participant deferral / active EE | $13,160 | $8,405+56.6% | $7,714+70.6% | $5,983+120.0% |
| Admin fee / account holder | $144,455 | $15,405+837.7% | $12,431+1062.1% | $11,250+1184.0% |