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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 | $12,966 | $107,363-87.9% | $92,909-86.0% | $152,897-91.5% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | -13.44% | 145.63%-159.1pp | 109.44%-122.9pp | 345.43%-358.9pp |
| Employer contribution / active EE | $352 | $4,222-91.7% | $3,653-90.4% | $4,764-92.6% |
| Participant deferral / active EE | $4,120 | $4,848-15.0% | $4,238-2.8% | $5,851-29.6% |
| Admin fee / account holder | $2,408 | $7,082-66.0% | $5,795-58.4% | $11,599-79.2% |