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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 | $16,319 | $167,522-90.3% | $151,639-89.2% | $134,532-87.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.25% | 7.81%-34.1pp | 3.34%-29.6pp | 418.27%-444.5pp |
| Employer contribution / active EE | $597 | $6,828-91.3% | $6,165-90.3% | $4,741-87.4% |
| Participant deferral / active EE | $10,817 | $8,986+20.4% | $8,363+29.3% | $6,401+69.0% |
| Admin fee / account holder | $348 | $13,780-97.5% | $11,613-97.0% | $11,429-97.0% |