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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 | $5,251 | $175,231-97.0% | $149,696-96.5% | $139,466-96.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -16.49% | 166.77%-183.3pp | 134.46%-150.9pp | 373.66%-390.2pp |
| Employer contribution / active EE | $177 | $5,478-96.8% | $4,821-96.3% | $4,754-96.3% |
| Participant deferral / active EE | $10,660 | $6,521+63.5% | $5,682+87.6% | $6,712+58.8% |
| Admin fee / account holder | $1,285 | $16,155-92.0% | $13,212-90.3% | $11,409-88.7% |