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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 | $31,833 | $138,386-77.0% | $184,260-82.7% | $80,935-60.7% |
| Participation rate | 97.6% | 83.9%+13.7pp | 86.8%+10.8pp | 67.7%+29.9pp |
| Annual return | -16.12% | 20.02%-36.1pp | 28.84%-45.0pp | 35.66%-51.8pp |
| Employer contribution / active EE | $1,377 | $4,851-71.6% | $6,427-78.6% | $2,757-50.0% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $729 | $10,489-93.1% | $13,898-94.8% | $6,924-89.5% |