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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 | $9,394 | $96,558-90.3% | $80,977-88.4% | $273,972-96.6% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | -5.29% | 15.14%-20.4pp | 17.11%-22.4pp | 41.46%-46.7pp |
| Employer contribution / active EE | $390 | $4,869-92.0% | $3,715-89.5% | $4,869-92.0% |
| Participant deferral / active EE | $2,647 | $6,598-59.9% | $5,696-53.5% | $5,287-49.9% |
| Admin fee / account holder | $1,165 | $7,493-84.4% | $5,517-78.9% | $10,133-88.5% |