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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 | $10,924 | $167,353-93.5% | $143,797-92.4% | $134,545-91.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -21.74% | 0.48%-22.2pp | -0.04%-21.7pp | 418.37%-440.1pp |
| Employer contribution / active EE | $1,074 | $5,620-80.9% | $4,952-78.3% | $4,742-77.4% |
| Participant deferral / active EE | $2,370 | $6,447-63.2% | $5,638-58.0% | $6,401-63.0% |
| Admin fee / account holder | $1,914 | $18,096-89.4% | $14,679-87.0% | $11,431-83.3% |