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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 | $14,802 | $168,636-91.2% | $147,618-90.0% | $125,388-88.2% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -5.00% | 77.65%-82.7pp | 61.98%-67.0pp | 282.24%-287.2pp |
| Employer contribution / active EE | $1,227 | $6,252-80.4% | $5,565-78.0% | $4,866-74.8% |
| Participant deferral / active EE | $2,493 | $5,507-54.7% | $4,895-49.1% | $5,352-53.4% |
| Admin fee / account holder | $1,082 | $13,580-92.0% | $11,612-90.7% | $9,541-88.7% |