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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 | $13,072 | $138,075-90.5% | $123,552-89.4% | $135,379-90.3% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -18.75% | 153.70%-172.4pp | 119.20%-138.0pp | 519.79%-538.5pp |
| Employer contribution / active EE | $767 | $5,152-85.1% | $4,628-83.4% | $4,779-84.0% |
| Participant deferral / active EE | $6,946 | $6,800+2.1% | $6,426+8.1% | $5,609+23.8% |
| Admin fee / account holder | $4,535 | $10,917-58.5% | $9,285-51.2% | $10,828-58.1% |