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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 | $13,063 | $167,353-92.2% | $143,797-90.9% | $134,545-90.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -20.15% | 0.48%-20.6pp | -0.04%-20.1pp | 418.37%-438.5pp |
| Employer contribution / active EE | $647 | $5,620-88.5% | $4,952-86.9% | $4,742-86.4% |
| Participant deferral / active EE | $4,762 | $6,447-26.1% | $5,638-15.5% | $6,401-25.6% |
| Admin fee / account holder | $1,729 | $18,096-90.4% | $14,679-88.2% | $11,431-84.9% |