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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 | $7,144 | $167,362-95.7% | $143,799-95.0% | $134,532-94.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -21.60% | 0.47%-22.1pp | -0.04%-21.6pp | 418.27%-439.9pp |
| Employer contribution / active EE | $1,109 | $5,620-80.3% | $4,952-77.6% | $4,741-76.6% |
| Participant deferral / active EE | $3,277 | $6,447-49.2% | $5,638-41.9% | $6,401-48.8% |
| Admin fee / account holder | $482 | $18,094-97.3% | $14,677-96.7% | $11,429-95.8% |