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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 | $6,718 | $183,592-96.3% | $155,574-95.7% | $145,877-95.4% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | -1.95% | 61.37%-63.3pp | 64.87%-66.8pp | 551.28%-553.2pp |
| Employer contribution / active EE | $696 | $5,317-86.9% | $4,676-85.1% | $4,663-85.1% |
| Participant deferral / active EE | $2,915 | $6,466-54.9% | $5,629-48.2% | $6,691-56.4% |
| Admin fee / account holder | $623 | $19,316-96.8% | $15,914-96.1% | $13,402-95.3% |