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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 | $10,892 | $77,817-86.0% | $123,553-91.2% | $64,173-83.0% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | -8.39% | 12.49%-20.9pp | 119.21%-127.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,036 | $5,240-23.0% | $6,426-37.2% | $3,470+16.3% |
| Admin fee / account holder | $2,444 | $5,519-55.7% | $9,284-73.7% | $4,887-50.0% |