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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 | $7,221 | $133,998-94.6% | $112,263-93.6% | $134,545-94.6% |
| Participation rate | 76.2% | 78.6%-2.4pp | 75.1%+1.1pp | 81.2%-5.0pp |
| Annual return | -29.14% | 47.17%-76.3pp | 27.49%-56.6pp | 418.37%-447.5pp |
| Employer contribution / active EE | $760 | $4,040-81.2% | $3,636-79.1% | $4,742-84.0% |
| Participant deferral / active EE | $1,663 | $5,292-68.6% | $4,729-64.8% | $6,401-74.0% |
| Admin fee / account holder | $827 | $7,493-89.0% | $6,410-87.1% | $11,431-92.8% |