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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 | $21,291 | $135,956-84.3% | $123,894-82.8% | $273,972-92.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -10.75% | 56.63%-67.4pp | 47.52%-58.3pp | 41.46%-52.2pp |
| Employer contribution / active EE | -$4,392 | $5,170-185.0% | $4,617-195.1% | $4,869-190.2% |
| Participant deferral / active EE | $10,108 | $6,343+59.4% | $5,984+68.9% | $5,287+91.2% |
| Admin fee / account holder | $3,635 | $9,817-63.0% | $8,357-56.5% | $10,133-64.1% |