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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 | $5,005 | $50,947-90.2% | $74,551-93.3% | $64,173-92.2% |
| Participation rate | 73.6% | 61.1%+12.6pp | 69.1%+4.5pp | 69.6%+4.0pp |
| Annual return | -8.31% | -1.85%-6.5pp | 32.53%-40.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,053 | $2,302-54.2% | $3,108-66.1% | $3,470-69.6% |
| Admin fee / account holder | $533 | $4,221-87.4% | $5,059-89.5% | $4,887-89.1% |