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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 | $11,124 | $76,112-85.4% | $96,544-88.5% | $71,529-84.4% |
| Participation rate | 90.8% | 74.4%+16.4pp | 76.0%+14.8pp | 67.9%+22.9pp |
| Annual return | -27.90% | 22.80%-50.7pp | 25.88%-53.8pp | 28.97%-56.9pp |
| Employer contribution / active EE | $354 | $2,248-84.2% | $2,966-88.1% | $2,590-86.3% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $334 | $2,708-87.7% | $8,254-95.9% | $1,588-79.0% |