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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 | $12,041 | $167,522-92.8% | $151,639-92.1% | $134,532-91.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -26.00% | 7.81%-33.8pp | 3.34%-29.3pp | 418.27%-444.3pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,433 | $8,986-61.8% | $8,363-59.0% | $6,401-46.4% |
| Admin fee / account holder | $1,239 | $13,780-91.0% | $11,613-89.3% | $11,429-89.2% |