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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 | $18,512 | $113,941-83.8% | $94,229-80.4% | $125,389-85.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -14.35% | 5.29%-19.6pp | 10.68%-25.0pp | 282.24%-296.6pp |
| Employer contribution / active EE | $600 | $4,727-87.3% | $3,587-83.3% | $4,866-87.7% |
| Participant deferral / active EE | $2,250 | $5,179-56.6% | $4,320-47.9% | $5,352-58.0% |
| Admin fee / account holder | $2,639 | $8,392-68.6% | $6,269-57.9% | $9,541-72.3% |