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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 | $10,987 | $167,352-93.4% | $143,788-92.4% | $134,509-91.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -36.59% | 0.47%-37.1pp | -0.03%-36.6pp | 418.13%-454.7pp |
| Employer contribution / active EE | $807 | $5,620-85.6% | $4,952-83.7% | $4,741-83.0% |
| Participant deferral / active EE | $7,685 | $6,447+19.2% | $5,638+36.3% | $6,400+20.1% |
| Admin fee / account holder | $819 | $18,091-95.5% | $14,675-94.4% | $11,427-92.8% |