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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 | $10,520 | $167,362-93.7% | $143,799-92.7% | $134,532-92.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -20.87% | 0.47%-21.3pp | -0.04%-20.8pp | 418.27%-439.1pp |
| Employer contribution / active EE | $738 | $5,620-86.9% | $4,952-85.1% | $4,741-84.4% |
| Participant deferral / active EE | $2,811 | $6,447-56.4% | $5,638-50.1% | $6,401-56.1% |
| Admin fee / account holder | $499 | $18,094-97.2% | $14,677-96.6% | $11,429-95.6% |