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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 | $6,497 | $181,896-96.4% | $156,551-95.8% | $273,972-97.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.31% | 30.74%-32.1pp | 32.23%-33.5pp | 41.46%-42.8pp |
| Employer contribution / active EE | $1,267 | $6,248-79.7% | $5,501-77.0% | $4,869-74.0% |
| Participant deferral / active EE | $2,226 | $5,550-59.9% | $4,871-54.3% | $5,287-57.9% |
| Admin fee / account holder | $1,426 | $15,560-90.8% | $13,028-89.1% | $10,133-85.9% |