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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 | $5,735 | $43,550-86.8% | $63,517-91.0% | $52,331-89.0% |
| Participation rate | 89.9% | 65.7%+24.2pp | 71.0%+18.9pp | 68.1%+21.8pp |
| Annual return | -2.81% | 2.03%-4.8pp | -70.30%+67.5pp | 4.54%-7.4pp |
| Employer contribution / active EE | $80 | $1,351-94.1% | $2,322-96.6% | $1,882-95.8% |
| Participant deferral / active EE | $1,882 | $2,254-16.5% | $2,953-36.3% | $3,022-37.7% |
| Admin fee / account holder | $487 | $387+25.8% | $5,892-91.7% | $592-17.7% |