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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 | $10,719 | $113,941-90.6% | $94,229-88.6% | $125,389-91.5% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | -3.70% | 5.29%-9.0pp | 10.68%-14.4pp | 282.24%-285.9pp |
| Employer contribution / active EE | $400 | $4,727-91.5% | $3,587-88.9% | $4,866-91.8% |
| Participant deferral / active EE | $2,399 | $5,179-53.7% | $4,320-44.5% | $5,352-55.2% |
| Admin fee / account holder | $1,573 | $8,392-81.3% | $6,269-74.9% | $9,541-83.5% |