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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 | $13,235 | $87,546-84.9% | $75,784-82.5% | $125,389-89.4% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | -5.01% | 13.49%-18.5pp | 9.68%-14.7pp | 282.24%-287.3pp |
| Employer contribution / active EE | $226 | $3,930-94.3% | $3,323-93.2% | $4,866-95.4% |
| Participant deferral / active EE | $2,476 | $4,230-41.5% | $3,652-32.2% | $5,352-53.7% |
| Admin fee / account holder | $307 | $6,503-95.3% | $5,300-94.2% | $9,541-96.8% |