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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 | $19,212 | $142,409-86.5% | $119,634-83.9% | $134,545-85.7% |
| Participation rate | 86.7% | 82.8%+3.8pp | 79.3%+7.4pp | 81.2%+5.4pp |
| Annual return | -22.53% | -12.46%-10.1pp | -14.98%-7.5pp | 418.37%-440.9pp |
| Employer contribution / active EE | $323 | $5,224-93.8% | $4,232-92.4% | $4,742-93.2% |
| Participant deferral / active EE | $2,122 | $6,468-67.2% | $5,601-62.1% | $6,401-66.8% |
| Admin fee / account holder | $1,049 | $13,594-92.3% | $10,329-89.8% | $11,431-90.8% |