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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 | $23,191 | $167,522-86.2% | $151,639-84.7% | $134,532-82.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.79% | 7.81%-30.6pp | 3.34%-26.1pp | 418.27%-441.1pp |
| Employer contribution / active EE | $1,406 | $6,828-79.4% | $6,165-77.2% | $4,741-70.4% |
| Participant deferral / active EE | $8,122 | $8,986-9.6% | $8,363-2.9% | $6,401+26.9% |
| Admin fee / account holder | $1,465 | $13,780-89.4% | $11,613-87.4% | $11,429-87.2% |