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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 | $10,137 | $138,366-92.7% | $184,185-94.5% | $80,911-87.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | -23.79% | 20.02%-43.8pp | 28.81%-52.6pp | 35.63%-59.4pp |
| Employer contribution / active EE | $1,220 | $4,849-74.8% | $6,426-81.0% | $2,756-55.7% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,233 | $10,484-88.2% | $13,909-91.1% | $6,935-82.2% |