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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 | $26,130 | $181,896-85.6% | $156,551-83.3% | $273,972-90.5% |
| Participation rate | 82.6% | 88.4%-5.8pp | 84.0%-1.4pp | 83.0%-0.4pp |
| Annual return | -1.58% | 30.74%-32.3pp | 32.23%-33.8pp | 41.46%-43.0pp |
| Employer contribution / active EE | $485 | $6,248-92.2% | $5,501-91.2% | $4,869-90.0% |
| Participant deferral / active EE | $1,983 | $5,550-64.3% | $4,871-59.3% | $5,287-62.5% |
| Admin fee / account holder | $13,648 | $15,560-12.3% | $13,028+4.8% | $10,133+34.7% |