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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 | $15,627 | $140,592-88.9% | $123,105-87.3% | $125,389-87.5% |
| Participation rate | 70.0% | 88.2%-18.2pp | 86.8%-16.8pp | 83.2%-13.2pp |
| Annual return | -12.11% | 16.80%-28.9pp | 13.22%-25.3pp | 282.24%-294.4pp |
| Employer contribution / active EE | $918 | $6,041-84.8% | $5,151-82.2% | $4,866-81.1% |
| Participant deferral / active EE | $4,390 | $6,980-37.1% | $6,229-29.5% | $5,352-18.0% |
| Admin fee / account holder | $350 | $11,198-96.9% | $9,014-96.1% | $9,541-96.3% |