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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 | $13,411 | $223,823-94.0% | $211,142-93.6% | $154,746-91.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | -1.96% | 50.39%-52.4pp | 46.84%-48.8pp | 172.34%-174.3pp |
| Employer contribution / active EE | $1,416 | $6,787-79.1% | $6,442-78.0% | $4,379-67.7% |
| Participant deferral / active EE | $4,775 | $9,750-51.0% | $9,284-48.6% | $6,730-29.1% |
| Admin fee / account holder | $1,880 | $19,707-90.5% | $19,076-90.1% | $14,365-86.9% |