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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 | $6,677 | $110,379-94.0% | $102,412-93.5% | $145,884-95.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | -3.00% | 24.84%-27.8pp | 24.94%-27.9pp | 551.85%-554.8pp |
| Employer contribution / active EE | $261 | $4,216-93.8% | $3,870-93.3% | $4,662-94.4% |
| Participant deferral / active EE | $5,487 | $5,622-2.4% | $5,060+8.4% | $6,690-18.0% |
| Admin fee / account holder | $822 | $9,745-91.6% | $8,388-90.2% | $13,392-93.9% |