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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 | $8,431 | $167,353-95.0% | $143,797-94.1% | $134,545-93.7% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -22.05% | 0.48%-22.5pp | -0.04%-22.0pp | 418.37%-440.4pp |
| Employer contribution / active EE | $1,000 | $5,620-82.2% | $4,952-79.8% | $4,742-78.9% |
| Participant deferral / active EE | $3,403 | $6,447-47.2% | $5,638-39.6% | $6,401-46.8% |
| Admin fee / account holder | $1,475 | $18,096-91.8% | $14,679-90.0% | $11,431-87.1% |