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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 | $6,018 | $201,370-97.0% | $184,256-96.7% | $145,897-95.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -9.21% | 29.05%-38.3pp | 28.85%-38.1pp | 552.29%-561.5pp |
| Employer contribution / active EE | $1,283 | $7,024-81.7% | $6,427-80.0% | $4,663-72.5% |
| Participant deferral / active EE | $4,938 | $9,808-49.7% | $9,133-45.9% | $6,689-26.2% |
| Admin fee / account holder | $490 | $16,364-97.0% | $13,899-96.5% | $13,390-96.3% |