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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 | $19,290 | $54,380-64.5% | $68,509-71.8% | $59,633-67.7% |
| Participation rate | 79.7% | 70.2%+9.5pp | 74.7%+4.9pp | 68.7%+11.0pp |
| Annual return | -4.06% | 2.83%-6.9pp | 8.27%-12.3pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,239 | $2,643-15.3% | $3,382-33.8% | $3,192-29.8% |
| Admin fee / account holder | $757 | $3,885-80.5% | $5,275-85.6% | $4,297-82.4% |