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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 | $15,913 | $100,805-84.2% | $86,698-81.6% | $134,532-88.2% |
| Participation rate | 94.1% | 79.0%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | -21.54% | 29.09%-50.6pp | 35.95%-57.5pp | 418.27%-439.8pp |
| Employer contribution / active EE | $507 | $3,490-85.5% | $2,837-82.1% | $4,741-89.3% |
| Participant deferral / active EE | $3,383 | $5,339-36.6% | $4,656-27.3% | $6,401-47.1% |
| Admin fee / account holder | $2,088 | $10,925-80.9% | $7,493-72.1% | $11,429-81.7% |