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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 | $6,400 | $112,729-94.3% | $98,716-93.5% | $137,256-95.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | -4.01% | 38.48%-42.5pp | 31.81%-35.8pp | 220.34%-224.4pp |
| Employer contribution / active EE | $332 | $2,725-87.8% | $2,279-85.4% | $4,156-92.0% |
| Participant deferral / active EE | $1,597 | $4,640-65.6% | $4,048-60.5% | $6,407-75.1% |
| Admin fee / account holder | $2,534 | $10,129-75.0% | $8,703-70.9% | $12,270-79.4% |