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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 | $13,238 | $99,345-86.7% | $84,753-84.4% | $273,972-95.2% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | -6.52% | 22.93%-29.5pp | 22.78%-29.3pp | 41.46%-48.0pp |
| Employer contribution / active EE | $612 | $4,214-85.5% | $3,574-82.9% | $4,869-87.4% |
| Participant deferral / active EE | $2,446 | $4,270-42.7% | $3,712-34.1% | $5,287-53.7% |
| Admin fee / account holder | $2,244 | $6,645-66.2% | $5,333-57.9% | $10,133-77.9% |