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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 | $18,187 | $167,362-89.1% | $143,799-87.4% | $134,532-86.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.07% | 0.47%-22.5pp | -0.04%-22.0pp | 418.27%-440.3pp |
| Employer contribution / active EE | $696 | $5,620-87.6% | $4,952-85.9% | $4,741-85.3% |
| Participant deferral / active EE | $4,017 | $6,447-37.7% | $5,638-28.8% | $6,401-37.3% |
| Admin fee / account holder | $989 | $18,094-94.5% | $14,677-93.3% | $11,429-91.3% |