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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 | $15,654 | $99,032-84.2% | $80,022-80.4% | $135,382-88.4% |
| Participation rate | 90.0% | 78.4%+11.6pp | 75.8%+14.2pp | 82.6%+7.4pp |
| Annual return | -21.26% | 15.39%-36.6pp | 11.22%-32.5pp | 519.77%-541.0pp |
| Employer contribution / active EE | $432 | $3,043-85.8% | $2,468-82.5% | $4,779-91.0% |
| Participant deferral / active EE | $10,309 | $4,282+140.7% | $3,686+179.7% | $5,609+83.8% |
| Admin fee / account holder | $378 | $10,436-96.4% | $6,521-94.2% | $10,829-96.5% |