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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 | $22,393 | $167,533-86.6% | $151,645-85.2% | $134,545-83.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -22.83% | 7.81%-30.6pp | 3.34%-26.2pp | 418.37%-441.2pp |
| Employer contribution / active EE | $940 | $6,828-86.2% | $6,165-84.8% | $4,742-80.2% |
| Participant deferral / active EE | $3,857 | $8,985-57.1% | $8,363-53.9% | $6,401-39.7% |
| Admin fee / account holder | $600 | $13,781-95.6% | $11,614-94.8% | $11,431-94.8% |