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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 | $3,038 | $54,162-94.4% | $68,612-95.6% | $64,173-95.3% |
| Participation rate | 73.4% | 68.1%+5.4pp | 72.2%+1.2pp | 69.6%+3.9pp |
| Annual return | -11.87% | -1.62%-10.3pp | -4.63%-7.2pp | 7.63%-19.5pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,826 | $2,626-30.5% | $3,311-44.9% | $3,470-47.4% |
| Admin fee / account holder | $1,553 | $4,029-61.5% | $5,131-69.7% | $4,887-68.2% |