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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 | $8,352 | $114,199-92.7% | $119,237-93.0% | $167,553-95.0% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.7%-7.7pp | 82.1%-7.1pp |
| Annual return | -2.35% | 29.88%-32.2pp | 30.70%-33.1pp | 478.89%-481.2pp |
| Employer contribution / active EE | $1,136 | $4,480-74.6% | $4,383-74.1% | $4,840-76.5% |
| Participant deferral / active EE | $3,922 | $6,086-35.6% | $6,112-35.8% | $6,343-38.2% |
| Admin fee / account holder | $940 | $8,939-89.5% | $7,229-87.0% | $12,316-92.4% |