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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 | $5,271 | $43,344-87.8% | $59,899-91.2% | $64,173-91.8% |
| Participation rate | 90.2% | 69.2%+21.1pp | 74.7%+15.5pp | 69.6%+20.7pp |
| Annual return | -7.09% | -1.55%-5.5pp | 3.46%-10.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $263 | $2,030-87.0% | $2,723-90.3% | $2,381-88.9% |
| Participant deferral / active EE | $829 | $2,547-67.4% | $3,402-75.6% | $3,470-76.1% |
| Admin fee / account holder | $777 | $3,008-74.2% | $3,592-78.4% | $4,887-84.1% |