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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 | $6,776 | $174,379-96.1% | $152,093-95.5% | $138,895-95.1% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | -164.27% | 74.86%-239.1pp | 66.36%-230.6pp | 145.39%-309.7pp |
| Employer contribution / active EE | $160 | $4,652-96.6% | $4,175-96.2% | $4,194-96.2% |
| Participant deferral / active EE | $7,195 | $6,159+16.8% | $5,451+32.0% | $6,396+12.5% |
| Admin fee / account holder | $2,813 | $16,880-83.3% | $14,497-80.6% | $12,562-77.6% |