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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 | $21,612 | $87,733-75.4% | $106,554-79.7% | $85,851-74.8% |
| Participation rate | 88.9% | 71.9%+17.0pp | 76.1%+12.8pp | 69.3%+19.6pp |
| Annual return | -12.52% | 21.86%-34.4pp | 26.80%-39.3pp | 318.63%-331.2pp |
| Employer contribution / active EE | $417 | $2,073-79.9% | $2,819-85.2% | $2,565-83.8% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $444 | $6,767-93.4% | $7,408-94.0% | $6,261-92.9% |