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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 | $13,387 | $110,240-87.9% | $96,544-86.1% | $139,487-90.4% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | -2.52% | 26.41%-28.9pp | 25.88%-28.4pp | 373.84%-376.4pp |
| Employer contribution / active EE | $614 | $3,622-83.1% | $2,966-79.3% | $4,755-87.1% |
| Participant deferral / active EE | $4,382 | $5,549-21.0% | $4,851-9.7% | $6,713-34.7% |
| Admin fee / account holder | $1,892 | $11,602-83.7% | $8,254-77.1% | $11,407-83.4% |