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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 | $13,778 | $167,362-91.8% | $143,799-90.4% | $134,532-89.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.65% | 0.47%-21.1pp | -0.04%-20.6pp | 418.27%-438.9pp |
| Employer contribution / active EE | $856 | $5,620-84.8% | $4,952-82.7% | $4,741-81.9% |
| Participant deferral / active EE | $2,560 | $6,447-60.3% | $5,638-54.6% | $6,401-60.0% |
| Admin fee / account holder | $509 | $18,094-97.2% | $14,677-96.5% | $11,429-95.5% |