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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 | $5,700 | $99,345-94.3% | $84,753-93.3% | $273,970-97.9% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | -6.39% | 22.93%-29.3pp | 22.78%-29.2pp | 41.46%-47.8pp |
| Employer contribution / active EE | $609 | $4,214-85.5% | $3,574-83.0% | $4,869-87.5% |
| Participant deferral / active EE | $2,514 | $4,270-41.1% | $3,712-32.3% | $5,287-52.4% |
| Admin fee / account holder | $485 | $6,645-92.7% | $5,333-90.9% | $10,132-95.2% |