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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 | $13,727 | $115,814-88.1% | $101,275-86.4% | $158,982-91.4% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | -4.26% | 56.16%-60.4pp | 46.48%-50.7pp | 302.99%-307.3pp |
| Employer contribution / active EE | $670 | $4,176-83.9% | $3,660-81.7% | $4,763-85.9% |
| Participant deferral / active EE | $2,158 | $4,958-56.5% | $4,371-50.6% | $5,983-63.9% |
| Admin fee / account holder | $10,391 | $7,249+43.3% | $5,948+74.7% | $11,252-7.7% |