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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 | $181,062-96.3% | $158,223-95.7% | $155,188-95.6% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | -164.27% | 57.39%-221.7pp | 52.09%-216.4pp | 148.84%-313.1pp |
| Employer contribution / active EE | $160 | $4,565-96.5% | $4,109-96.1% | $4,248-96.2% |
| Participant deferral / active EE | $7,195 | $6,134+17.3% | $5,467+31.6% | $6,531+10.2% |
| Admin fee / account holder | $2,813 | $18,825-85.1% | $16,047-82.5% | $14,480-80.6% |