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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 | $6,195 | $181,896-96.6% | $156,551-96.0% | $273,972-97.7% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | -2.33% | 30.74%-33.1pp | 32.23%-34.6pp | 41.46%-43.8pp |
| Employer contribution / active EE | $842 | $6,248-86.5% | $5,501-84.7% | $4,869-82.7% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $777 | $15,560-95.0% | $13,028-94.0% | $10,133-92.3% |