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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 | $6,506 | $174,379-96.3% | $152,093-95.7% | $138,895-95.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | -13.65% | 74.86%-88.5pp | 66.36%-80.0pp | 145.39%-159.0pp |
| Employer contribution / active EE | $799 | $4,652-82.8% | $4,175-80.9% | $4,194-81.0% |
| Participant deferral / active EE | $5,501 | $6,159-10.7% | $5,451+0.9% | $6,396-14.0% |
| Admin fee / account holder | $1,132 | $16,880-93.3% | $14,497-92.2% | $12,562-91.0% |