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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 | $11,661 | $167,353-93.0% | $143,797-91.9% | $134,545-91.3% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -21.57% | 0.48%-22.0pp | -0.04%-21.5pp | 418.37%-439.9pp |
| Employer contribution / active EE | $1,141 | $5,620-79.7% | $4,952-77.0% | $4,742-75.9% |
| Participant deferral / active EE | $3,318 | $6,447-48.5% | $5,638-41.2% | $6,401-48.2% |
| Admin fee / account holder | $933 | $18,096-94.8% | $14,679-93.6% | $11,431-91.8% |