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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 | $2,070 | $52,306-96.0% | $69,779-97.0% | $62,881-96.7% |
| Participation rate | 78.2% | 67.2%+11.0pp | 71.8%+6.4pp | 69.3%+8.9pp |
| Annual return | -23.57% | 13.35%-36.9pp | 12.99%-36.6pp | 20.14%-43.7pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,044 | $2,395-56.4% | $2,931-64.4% | $3,203-67.4% |
| Admin fee / account holder | $452 | $3,691-87.8% | $4,381-89.7% | $4,296-89.5% |