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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 | $16,464 | $167,353-90.2% | $143,797-88.6% | $134,545-87.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.33% | 0.48%-24.8pp | -0.04%-24.3pp | 418.37%-442.7pp |
| Employer contribution / active EE | $1,011 | $5,620-82.0% | $4,952-79.6% | $4,742-78.7% |
| Participant deferral / active EE | $4,839 | $6,447-24.9% | $5,638-14.2% | $6,401-24.4% |
| Admin fee / account holder | $3,442 | $18,096-81.0% | $14,679-76.6% | $11,431-69.9% |