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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 | $16,972 | $167,353-89.9% | $143,797-88.2% | $134,545-87.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.84% | 0.48%-21.3pp | -0.04%-20.8pp | 418.37%-439.2pp |
| Employer contribution / active EE | $821 | $5,620-85.4% | $4,952-83.4% | $4,742-82.7% |
| Participant deferral / active EE | $4,580 | $6,447-29.0% | $5,638-18.8% | $6,401-28.5% |
| Admin fee / account holder | $304 | $18,096-98.3% | $14,679-97.9% | $11,431-97.3% |