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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 | $12,922 | $127,387-89.9% | $115,038-88.8% | $125,389-89.7% |
| Participation rate | 72.7% | 84.2%-11.4pp | 81.4%-8.6pp | 83.2%-10.5pp |
| Annual return | -7.49% | 31.28%-38.8pp | 26.14%-33.6pp | 282.24%-289.7pp |
| Employer contribution / active EE | $470 | $5,166-90.9% | $4,608-89.8% | $4,866-90.3% |
| Participant deferral / active EE | $2,140 | $6,423-66.7% | $6,026-64.5% | $5,352-60.0% |
| Admin fee / account holder | $1,660 | $9,516-82.6% | $8,175-79.7% | $9,541-82.6% |