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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 | $5,809 | $142,409-95.9% | $119,634-95.1% | $134,545-95.7% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -20.51% | -12.46%-8.1pp | -14.98%-5.5pp | 418.37%-438.9pp |
| Employer contribution / active EE | $584 | $5,224-88.8% | $4,232-86.2% | $4,742-87.7% |
| Participant deferral / active EE | $3,138 | $6,468-51.5% | $5,601-44.0% | $6,401-51.0% |
| Admin fee / account holder | $302 | $13,594-97.8% | $10,329-97.1% | $11,431-97.4% |