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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 | $19,827 | $54,380-63.5% | $68,509-71.1% | $59,633-66.8% |
| Participation rate | 81.5% | 70.2%+11.3pp | 74.7%+6.8pp | 68.7%+12.8pp |
| Annual return | -6.40% | 2.83%-9.2pp | 8.27%-14.7pp | 2041.45%-2047.9pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,289 | $2,643-51.2% | $3,382-61.9% | $3,192-59.6% |
| Admin fee / account holder | $556 | $3,885-85.7% | $5,275-89.5% | $4,297-87.1% |