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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 | $10,935 | $167,353-93.5% | $143,797-92.4% | $134,545-91.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -21.46% | 0.48%-21.9pp | -0.04%-21.4pp | 418.37%-439.8pp |
| Employer contribution / active EE | $1,085 | $5,620-80.7% | $4,952-78.1% | $4,742-77.1% |
| Participant deferral / active EE | $4,961 | $6,447-23.0% | $5,638-12.0% | $6,401-22.5% |
| Admin fee / account holder | $667 | $18,096-96.3% | $14,679-95.5% | $11,431-94.2% |