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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 | $8,089 | $167,352-95.2% | $143,788-94.4% | $134,509-94.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -22.88% | 0.47%-23.4pp | -0.03%-22.8pp | 418.13%-441.0pp |
| Employer contribution / active EE | $1,097 | $5,620-80.5% | $4,952-77.9% | $4,741-76.9% |
| Participant deferral / active EE | $3,300 | $6,447-48.8% | $5,638-41.5% | $6,400-48.4% |
| Admin fee / account holder | $1,069 | $18,091-94.1% | $14,675-92.7% | $11,427-90.6% |