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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 | $11,628 | $167,362-93.1% | $143,799-91.9% | $134,532-91.4% |
| Participation rate | 70.6% | 84.8%-14.2pp | 80.3%-9.7pp | 81.2%-10.6pp |
| Annual return | -26.50% | 0.47%-27.0pp | -0.04%-26.5pp | 418.27%-444.8pp |
| Employer contribution / active EE | $971 | $5,620-82.7% | $4,952-80.4% | $4,741-79.5% |
| Participant deferral / active EE | $3,160 | $6,447-51.0% | $5,638-44.0% | $6,401-50.6% |
| Admin fee / account holder | $973 | $18,094-94.6% | $14,677-93.4% | $11,429-91.5% |