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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 | $15,536 | $167,323-90.7% | $143,770-89.2% | $134,493-88.4% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -20.80% | 0.47%-21.3pp | -0.04%-20.8pp | 418.01%-438.8pp |
| Employer contribution / active EE | $900 | $5,619-84.0% | $4,951-81.8% | $4,740-81.0% |
| Participant deferral / active EE | $2,354 | $6,446-63.5% | $5,638-58.2% | $6,400-63.2% |
| Admin fee / account holder | $11,056 | $18,088-38.9% | $14,673-24.6% | $11,425-3.2% |