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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 | $11,935 | $167,504-92.9% | $151,628-92.1% | $134,509-91.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -33.86% | 7.81%-41.7pp | 3.34%-37.2pp | 418.13%-452.0pp |
| Employer contribution / active EE | $818 | $6,828-88.0% | $6,165-86.7% | $4,741-82.7% |
| Participant deferral / active EE | $6,998 | $8,985-22.1% | $8,363-16.3% | $6,400+9.3% |
| Admin fee / account holder | $734 | $13,779-94.7% | $11,613-93.7% | $11,427-93.6% |