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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 | $25,233 | $72,404-65.1% | $110,243-77.1% | $64,173-60.7% |
| Participation rate | 91.3% | 73.3%+18.0pp | 79.8%+11.5pp | 69.6%+21.7pp |
| Annual return | -7.77% | -6.29%-1.5pp | 314.76%-322.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $35 | $2,282-98.4% | $3,827-99.1% | $2,381-98.5% |
| Participant deferral / active EE | $1,948 | $3,469-43.9% | $4,672-58.3% | $3,470-43.9% |
| Admin fee / account holder | $597 | $5,664-89.5% | $8,548-93.0% | $4,887-87.8% |