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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 | $5,986 | $88,583-93.2% | $88,497-93.2% | $273,972-97.8% |
| Participation rate | 72.7% | 83.5%-10.7pp | 82.4%-9.7pp | 83.0%-10.3pp |
| Annual return | -2.78% | 5.68%-8.5pp | 7.63%-10.4pp | 41.46%-44.2pp |
| Employer contribution / active EE | $990 | $4,502-78.0% | $4,036-75.5% | $4,869-79.7% |
| Participant deferral / active EE | $3,715 | $4,891-24.1% | $4,899-24.2% | $5,287-29.7% |
| Admin fee / account holder | $511 | $8,980-94.3% | $6,220-91.8% | $10,133-95.0% |