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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 | $17,686 | $71,872-75.4% | $86,691-79.6% | $68,495-74.2% |
| Participation rate | 81.1% | 72.2%+8.9pp | 76.6%+4.5pp | 67.9%+13.2pp |
| Annual return | -19.03% | 3.53%-22.6pp | 35.94%-55.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,791 | $3,779+26.8% | $4,656+2.9% | $4,028+18.9% |
| Admin fee / account holder | $635 | $6,112-89.6% | $7,492-91.5% | $5,403-88.2% |