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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 | $16,739 | $106,864-84.3% | $147,318-88.6% | $82,637-79.7% |
| Participation rate | 97.9% | 75.5%+22.4pp | 82.1%+15.8pp | 68.1%+29.8pp |
| Annual return | -6.35% | 27.49%-33.8pp | 70.43%-76.8pp | 53.51%-59.9pp |
| Employer contribution / active EE | $608 | $3,417-82.2% | $4,593-86.8% | $2,552-76.2% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $506 | $8,415-94.0% | $13,708-96.3% | $7,339-93.1% |