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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 | $16,517 | $58,828-71.9% | $78,002-78.8% | $62,881-73.7% |
| Participation rate | 96.9% | 71.1%+25.8pp | 75.5%+21.3pp | 69.3%+27.6pp |
| Annual return | -9.56% | 17.16%-26.7pp | 425.99%-435.5pp | 20.14%-29.7pp |
| Employer contribution / active EE | $152 | $1,672-90.9% | $2,470-93.9% | $2,281-93.3% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,835 | $4,393+10.1% | $5,481-11.8% | $4,296+12.6% |