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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 | $13,262 | $92,219-85.6% | $76,766-82.7% | $135,382-90.2% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -9.95% | 5.46%-15.4pp | 2.43%-12.4pp | 519.77%-529.7pp |
| Employer contribution / active EE | $547 | $3,216-83.0% | $2,485-78.0% | $4,779-88.5% |
| Participant deferral / active EE | $1,395 | $4,508-69.1% | $3,851-63.8% | $5,609-75.1% |
| Admin fee / account holder | $400 | $10,749-96.3% | $6,675-94.0% | $10,829-96.3% |