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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 | $12,773 | $167,362-92.4% | $143,799-91.1% | $134,532-90.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -26.51% | 0.47%-27.0pp | -0.04%-26.5pp | 418.27%-444.8pp |
| Employer contribution / active EE | $1,013 | $5,620-82.0% | $4,952-79.5% | $4,741-78.6% |
| Participant deferral / active EE | $4,856 | $6,447-24.7% | $5,638-13.9% | $6,401-24.1% |
| Admin fee / account holder | $6,227 | $18,094-65.6% | $14,677-57.6% | $11,429-45.5% |