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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 | $16,041 | $181,896-91.2% | $156,551-89.8% | $273,972-94.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -3.47% | 30.74%-34.2pp | 32.23%-35.7pp | 41.46%-44.9pp |
| Employer contribution / active EE | $529 | $6,248-91.5% | $5,501-90.4% | $4,869-89.1% |
| Participant deferral / active EE | $4,760 | $5,550-14.2% | $4,871-2.3% | $5,287-10.0% |
| Admin fee / account holder | $685 | $15,560-95.6% | $13,028-94.7% | $10,133-93.2% |