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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 | $20,551 | $127,387-83.9% | $115,038-82.1% | $125,389-83.6% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -27.48% | 31.28%-58.8pp | 26.14%-53.6pp | 282.24%-309.7pp |
| Employer contribution / active EE | $750 | $5,166-85.5% | $4,608-83.7% | $4,866-84.6% |
| Participant deferral / active EE | $2,085 | $6,423-67.5% | $6,026-65.4% | $5,352-61.0% |
| Admin fee / account holder | $3,631 | $9,516-61.8% | $8,175-55.6% | $9,541-61.9% |