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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 | $13,795 | $167,533-91.8% | $151,645-90.9% | $134,545-89.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.25% | 7.81%-32.1pp | 3.34%-27.6pp | 418.37%-442.6pp |
| Employer contribution / active EE | $1,456 | $6,828-78.7% | $6,165-76.4% | $4,742-69.3% |
| Participant deferral / active EE | $5,026 | $8,985-44.1% | $8,363-39.9% | $6,401-21.5% |
| Admin fee / account holder | $869 | $13,781-93.7% | $11,614-92.5% | $11,431-92.4% |