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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 | $6,959 | $140,592-95.1% | $123,105-94.3% | $125,389-94.5% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | -3.83% | 16.80%-20.6pp | 13.22%-17.1pp | 282.24%-286.1pp |
| Employer contribution / active EE | $949 | $6,041-84.3% | $5,151-81.6% | $4,866-80.5% |
| Participant deferral / active EE | $3,191 | $6,980-54.3% | $6,229-48.8% | $5,352-40.4% |
| Admin fee / account holder | $3,868 | $11,198-65.5% | $9,014-57.1% | $9,541-59.5% |