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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 | $28,962 | $37,118-22.0% | $250,986-88.5% | $282,865-89.8% |
| Participation rate | 100.0% | 19.5%+80.5pp | 50.6%+49.4pp | 12.4%+87.6pp |
| Annual return | -12.79% | 10.14%-22.9pp | 32.32%-45.1pp | 9.89%-22.7pp |
| Employer contribution / active EE | $931 | $16,236-94.3% | $33,960-97.3% | $14,313-93.5% |
| Participant deferral / active EE | $1,631 | $27+6009.1% | $43+3732.2% | $71+2203.7% |
| Admin fee / account holder | $3,392 | $1,345+152.2% | $10,141-66.5% | $9,084-62.7% |