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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 | $12,134 | $142,409-91.5% | $119,634-89.9% | $134,545-91.0% |
| Participation rate | 91.7% | 82.8%+8.8pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -23.61% | -12.46%-11.2pp | -14.98%-8.6pp | 418.37%-442.0pp |
| Employer contribution / active EE | $1,018 | $5,224-80.5% | $4,232-75.9% | $4,742-78.5% |
| Participant deferral / active EE | $3,855 | $6,468-40.4% | $5,601-31.2% | $6,401-39.8% |
| Admin fee / account holder | $1,226 | $13,594-91.0% | $10,329-88.1% | $11,431-89.3% |