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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 | $9,278 | $154,228-94.0% | $145,433-93.6% | $137,256-93.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -10.61% | 74.59%-85.2pp | 66.58%-77.2pp | 220.34%-230.9pp |
| Employer contribution / active EE | $214 | $4,804-95.5% | $4,554-95.3% | $4,156-94.8% |
| Participant deferral / active EE | $8,546 | $8,216+4.0% | $7,897+8.2% | $6,407+33.4% |
| Admin fee / account holder | $1,741 | $14,344-87.9% | $13,129-86.7% | $12,270-85.8% |