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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 | $10,829 | $134,001-91.9% | $112,258-90.4% | $134,509-91.9% |
| Participation rate | 70.8% | 78.6%-7.7pp | 75.1%-4.2pp | 81.2%-10.4pp |
| Annual return | -20.52% | 47.15%-67.7pp | 27.47%-48.0pp | 418.13%-438.7pp |
| Employer contribution / active EE | $719 | $4,039-82.2% | $3,636-80.2% | $4,741-84.8% |
| Participant deferral / active EE | $2,576 | $5,291-51.3% | $4,728-45.5% | $6,400-59.8% |
| Admin fee / account holder | $416 | $7,491-94.4% | $6,411-93.5% | $11,427-96.4% |