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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 | $17,756 | $167,533-89.4% | $151,645-88.3% | $134,545-86.8% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -35.02% | 7.81%-42.8pp | 3.34%-38.4pp | 418.37%-453.4pp |
| Employer contribution / active EE | $1,475 | $6,828-78.4% | $6,165-76.1% | $4,742-68.9% |
| Participant deferral / active EE | $7,877 | $8,985-12.3% | $8,363-5.8% | $6,401+23.0% |
| Admin fee / account holder | $667 | $13,781-95.2% | $11,614-94.3% | $11,431-94.2% |