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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 | $21,193 | $127,387-83.4% | $115,038-81.6% | $125,389-83.1% |
| Participation rate | 70.0% | 84.2%-14.2pp | 81.4%-11.4pp | 83.2%-13.2pp |
| Annual return | -4.16% | 31.28%-35.4pp | 26.14%-30.3pp | 282.24%-286.4pp |
| Employer contribution / active EE | $831 | $5,166-83.9% | $4,608-82.0% | $4,866-82.9% |
| Participant deferral / active EE | $3,317 | $6,423-48.4% | $6,026-45.0% | $5,352-38.0% |
| Admin fee / account holder | $737 | $9,516-92.3% | $8,175-91.0% | $9,541-92.3% |