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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 | $4,507 | $127,387-96.5% | $115,038-96.1% | $125,389-96.4% |
| Participation rate | 91.3% | 84.2%+7.1pp | 81.4%+9.9pp | 83.2%+8.1pp |
| Annual return | -15.14% | 31.28%-46.4pp | 26.14%-41.3pp | 282.24%-297.4pp |
| Employer contribution / active EE | $540 | $5,166-89.5% | $4,608-88.3% | $4,866-88.9% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $478 | $9,516-95.0% | $8,175-94.1% | $9,541-95.0% |