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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 | $10,533 | $135,956-92.3% | $123,894-91.5% | $273,972-96.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | -1.39% | 56.63%-58.0pp | 47.52%-48.9pp | 41.46%-42.8pp |
| Employer contribution / active EE | $603 | $5,170-88.3% | $4,617-86.9% | $4,869-87.6% |
| Participant deferral / active EE | $4,489 | $6,343-29.2% | $5,984-25.0% | $5,287-15.1% |
| Admin fee / account holder | $4,251 | $9,817-56.7% | $8,357-49.1% | $10,133-58.0% |