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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 | $7,718 | $87,544-91.2% | $75,784-89.8% | $125,388-93.8% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | -3.96% | 13.49%-17.4pp | 9.68%-13.6pp | 282.24%-286.2pp |
| Employer contribution / active EE | $422 | $3,930-89.3% | $3,323-87.3% | $4,866-91.3% |
| Participant deferral / active EE | $1,710 | $4,229-59.6% | $3,652-53.2% | $5,352-68.0% |
| Admin fee / account holder | $8,015 | $6,502+23.3% | $5,300+51.2% | $9,541-16.0% |