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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 | $11,980 | $138,076-91.3% | $123,553-90.3% | $135,380-91.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -33.21% | 153.70%-186.9pp | 119.21%-152.4pp | 519.81%-553.0pp |
| Employer contribution / active EE | $886 | $5,152-82.8% | $4,628-80.9% | $4,779-81.5% |
| Participant deferral / active EE | $3,864 | $6,800-43.2% | $6,426-39.9% | $5,609-31.1% |
| Admin fee / account holder | $2,477 | $10,917-77.3% | $9,284-73.3% | $10,828-77.1% |