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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 | $12,260 | $167,352-92.7% | $143,788-91.5% | $134,509-90.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -23.10% | 0.47%-23.6pp | -0.03%-23.1pp | 418.13%-441.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,871 | $6,447-24.5% | $5,638-13.6% | $6,400-23.9% |
| Admin fee / account holder | $514 | $18,091-97.2% | $14,675-96.5% | $11,427-95.5% |