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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 | $14,123 | $181,896-92.2% | $156,551-91.0% | $273,972-94.8% |
| Participation rate | 94.7% | 88.4%+6.4pp | 84.0%+10.7pp | 83.0%+11.7pp |
| Annual return | -2.18% | 30.74%-32.9pp | 32.23%-34.4pp | 41.46%-43.6pp |
| Employer contribution / active EE | $661 | $6,248-89.4% | $5,501-88.0% | $4,869-86.4% |
| Participant deferral / active EE | $2,000 | $5,550-64.0% | $4,871-58.9% | $5,287-62.2% |
| Admin fee / account holder | $4,557 | $15,560-70.7% | $13,028-65.0% | $10,133-55.0% |