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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 | $27,069 | $209,422-87.1% | $178,503-84.8% | $158,982-83.0% |
| Participation rate | 82.6% | 86.4%-3.7pp | 81.9%+0.7pp | 82.0%+0.6pp |
| Annual return | -1.74% | 188.81%-190.5pp | 151.12%-152.9pp | 302.99%-304.7pp |
| Employer contribution / active EE | $988 | $5,707-82.7% | $5,011-80.3% | $4,763-79.2% |
| Participant deferral / active EE | $3,474 | $5,955-41.7% | $5,202-33.2% | $5,983-41.9% |
| Admin fee / account holder | $733 | $17,079-95.7% | $13,987-94.8% | $11,252-93.5% |